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Remote Tax Manager - Strategic Advisory
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About the Role:
- This role is integral to the tax planning of HNWI individuals, trusts, and estates.
- Apply deep tax expertise and understanding of laws to formulate client recommendations.
- Ensure client relationships are fostered and grown through collaborative technical review.
Key Responsibilities:
- Technical review of tax returns (706, 709, 1041) with attention to detail.
- Identify, explain, and resolve complex tax issues with partners and senior accountants.
- Research and apply tax laws to ensure compliance and optimize client outcomes.
Qualifications:
- Bachelor's or Master's degree in accounting or related field.
- Licensed CPA or EA (or on track to earning).
- 4+ years of experience with HNWI, Gift/Estate & Trust Tax.
Confidential
They are a well-established, stable and growing tax firm specializing in HNWI tax planning, trusts, and estates. They offer real career growth, competitive compensation, and a hybrid work environment.