Manager - High Net Worth Tax Practice

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      "postalCode": "60563",
      "addressCountry": "United States"
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    "datePosted": "2025-10-28",
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    "description": "<p><span style=\"font-weight: bold\">Who You Are:</span></p>\n<p>You are a licensed CPA with deep knowledge of tax strategies and at least 5 years of experience with clients who have complicated investment portfolios. This includes investment partnerships, real estate investment partnerships, individuals who receive complex 1099s, and complex hedge fund K-1s. You also have a deep interest in assisting clients with family wealth structuring and experience with trust tax filings. You are a technical expert who enjoys helping clients and sharing knowledge with your co-workers when you encounter a unique situation that requires you to research and develop a solution. You are looking to advance to a principal and help grow your firm.</p>\n<p> </p>\n<p><em>Responsibilities:</em></p>\n<ul>\n<li>Lead and manage tax compliance engagements in accordance with firm and professional standards.</li>\n<li>Apply technical expertise to detail review complex tax returns, projections, workpapers, tax research and other requested deliverables.</li>\n<li>Provide comprehensive tax planning and advisory services to high-net-worth individuals, families and their related entities.</li>\n<li>Communicate proactively with clients and engagement partners regarding project status, client service opportunities and other significant matters in a timely manner.</li>\n<li>Build and maintain strong relationships with clients, understand their needs and provide exceptional client service.</li>\n<li>Plan and schedule tax engagements with clients and firm resources.</li>\n<li>Manage assignment budgets, anticipate and communicate budget issues, identify opportunities to improve assignment profitability, prepare billings, and assist in cash collections.</li>\n<li>Share and transfer knowledge with team members.</li>\n<li>Provide Associates and Seniors with guidance, coaching, and support in career development and area of specialty.</li>\n<li>Apply new approaches to proposal development and effectively manage resources contributing to proposal initiatives.</li>\n<li>Keep informed of recruitment needs and use external peer network and relationships to refer potential candidates.</li>\n<li>Write and publish articles with the research and assistance of Associates and Senior Associates.</li>\n</ul>\n<p><br></p>\n<p><em>Required Skills:</em></p>\n<ul>\n<li>Proficiency in CCH Axcess Tax and ProFx Engagement preferred.</li>\n<li>Advanced proficiency in Microsoft Excel, including the ability to develop and maintain complex workpapers, summaries, and analytical reports used in tax return preparation.</li>\n<li>Strong technical expertise in reviewing complex Form 1099s.</li>\n<li>Strong technical expertise in reviewing complex hedge fund and private equity Schedule K-1s.</li>\n<li>Strong understanding of accounting principles with the ability to prepare and review adjusting journal entries and analyze how these adjustments impact clients’ tax positions and financial statements.</li>\n<li>Commitment to delivering exceptional client service.</li>\n<li>In-depth knowledge of tax accounting, tax law, tax planning, tax advisory and tax compliance.</li>\n<li>Strong analytical skills with the ability to interpret complex tax legislation and provide practical advice to clients.</li>\n<li>Ability to present ideas with confidence and act as a subject matter expert, communicating concepts to clients and staff clearly and concisely.</li>\n<li>Excellent management, team building and organizational skills</li>\n<li>Successful management of multiple responsibilities in the face of competing priorities.</li>\n<li>Strong sense of ownership and personal accountability.</li>\n<li>Produce high-quality work under deadlines.</li>\n<li>Particular attention to detail.</li>\n</ul>\n<p><br></p>\n<p><em>Qualifications:</em></p>\n<ul>\n<li>CPA required.</li>\n<li>Bachelor’s degree in accounting.</li>\n<li>Minium of 5 years of experience in a tax role with a focus on high-net-worth individuals, preferably in a public accounting firm.</li>\n<li>Strong organizational and management skills.</li>\n<li>Excellent written, oral communication and documentation skills.</li>\n<li>Ability to articulate complex tax matters to others.</li>\n<li>Ability to work effectively in a demanding, fast-paced and complex environment.</li>\n</ul>\n<p> </p>",
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