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Job description
Company Overview:
A leading Wealth Management Firm in the United States is seeking a Tax Manager to deliver comprehensive tax compliance and advisory services. The role emphasizes strategic tax planning and estate planning aligned with client goals, particularly in the oil & gas sector.
Job Responsibilities:
Provide high-quality tax compliance services for individuals, trusts, estates, gifts, foundations, and businesses
Develop and implement tax planning strategies in alignment with client goals
Review individual, trust, estate, gift, business entity, and foundation returns
Handle Federal and State tax notices and audits
Research Federal, State, and International tax laws and prepare tax memorandums
Manage client accounts and foster client relationships
Conduct internal business development and marketing activities
Provide internal training and manage team members
Qualifications:
BA/BS degree in Accounting, JD, or MS in Tax required
Active CPA, EA, or state bar license required
6+ years of progressive experience in public accounting
Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance
Proficiency in Microsoft Office applications required
Experience with reviewing individual, fiduciary, and gift tax returns required
Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner
Experience with research software and memo writing required
Compensation:
Salary: $140,000 - $170,000, Plus Bonus
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.