Tax Manager - High Net Worth Tax - Lion Search Group : Job Details

Top Long Island wealth management/multi-family office is seeking a Tax Manager to join their team as a result of growth! The position will primarily be responsible to overseeing tax planning and compliance functions for high net-worth individuals and their families.

Responsibilities:

• Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy
• Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
• Review quarterly and year-end tax projections
• Strategize with partners and the client engagement teams on tax planning
• Work closely with the management team to mentor, train, and supervise staff
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work

Qualifications:

• 5-7+ years of relevant tax experience in a tax advisory or CPA firm
• Strong knowledge of tax planning strategies and compliance in all areas of individual tax including but not limited to income tax, gift tax, and trust and estate tax matters
• Strong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to clients management
• Excellent analytical, organizational, project management skills, and strong attention to detail