Tax Senior Manager, High Net Worth
Frazier & Deeter
full-time
Posted on:
Location Type: Remote
Location: Remote • Maryland • 🇺🇸 United States
Visit company websiteSalary
💰 $165,000 - $200,000 per year
Job Level
Senior
About the role
- Serve as the Engagement Manager and be responsible for planning, execution, final deliverable and billing and collections
- Review complex individual, partnership, S and C corporate tax returns, as well as nonprofit, trust returns, and work papers
- Experience with family offices, UHNW and HNW, real estate, QOZ (industries including, but not limited to tech, data center, retail jewelry, mining, and distribution)
- Monitor client engagements against the budget and communicate schedule adjustments to management
- Analyze complex client transactions to identify and resolve potential and/or existing problems
- Manage communication with staff and clients addressing client concerns as needed
- Identify opportunities to increase level and type of services
- Provide outstanding client service by building client confidence and trust
- Develop team member's technical skills and encourage professional growth
Requirements
- BS in Accounting, Masters in Taxation a plus
- CPA required
- 8+ years with public accounting firm experience with tax focus
- Experience with CCH Axcess preferred
- A collaborative team player with excellent communication abilities
- Strategic thinker with a proactive approach to problem-solving and sharp analytical skills
- Self-starter with a strong sense of initiative and a proven track record of follow-through
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax returnsnonprofit returnstrust returnscomplex transactions analysisbudget monitoringproblem resolutionclient engagement managementtechnical skills developmentpublic accountingtax focus
Soft skills
communicationcollaborationstrategic thinkingproactive problem-solvinganalytical skillsinitiativeclient serviceteam playertrust buildingprofessional growth encouragement
Certifications
CPABS in AccountingMasters in Taxation