Tax Manager, CPA (High-Net-Worth)

Responsible for the review of high-net-worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and tax compliance. Review very complex individual tax returns and manage and develop income tax and financial planning clients. Work closely with tax partners and other tax staff on client management, practice development, and business development activities. Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively. Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to client. Supervise and help drive the success of multiple engagements in partnership and individual taxation, prepare year-end projections, research various Tax issues, mentor Associates and guide them on Tax issues, and maintain presentation skills (oral and written).