Tax Senior Manager – Wealth Management

Full Time

Financial Services Client

Office Status: Remote

Responsibilities:

  • Provide compliance and consulting services to high-net-worth individuals, multi generational affluent families, family offices and their private businesses and/or investment entities:
  • Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
  • Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
  • Advise and make recommendations to clients on business succession planning
  • Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
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