AI Simulation Engineer
WeRide.ai
Senior Tax Manager, High Net Worth/FWS
Elliott Davis
full-time
Posted on:
Origin: • 🇺🇸 United States • North Carolina, South Carolina, Tennessee
Visit company websiteJob Level
Senior
About the role
- Provide tax, gift and estate planning and compliance services for individuals and related trusts
- Oversee tax preparation process for high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations
- Consult on complex gifting and estate planning, quarterly and year-end consulting
- Identify tax issues and provide solutions to technical tax matters
- Engagement oversight and management to achieve accurate and efficient results
- Manage client engagements and develop/sustain excellent client relationships to become a trusted advisor
- Develop and grow a business network with referral relationships and potential clients to attract new business
- Lead, recruit, train, motivate, develop and review the work of team members; create a collaborative team environment
- Perform technical review and hold team accountable for business development goals and deliverables
Requirements
- Bachelor’s degree in Accounting, Finance or Law
- Master’s degree in Tax/LLM in Tax, preferred
- 7+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements
- CPA certification required
- Leadership and project/team management skills
- Excellent communication and networking acumen
- Ability to manage and grow strong customer relationships
- Experience with tax software and technology
