Tax Manager – High Net Worth

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Oversee a portfolio of clients primarily consisting of high-net-worth individuals, families, associated trusts, family investment partnerships, and closely held or investment entities.

• Act as a trusted advisor and the main point of contact for clients, nurturing year-round relationships with families and their professional advisors.

• Lead various tax engagements from initial planning to final delivery, which includes staffing, delegation, budgeting, realization, timelines, billing, scope management, risk assessment, and compliance.

• Provide direct support and resolve intricate tax compliance and planning challenges.

• Review sophisticated individual, fiduciary, partnership, S corporation, gift, and estate tax returns, along with workpapers and relevant deliverables.

• Assign tasks and oversee the development and performance management of Associates and Senior Associates.

• Collaborate with colleagues, Partners, and Resource Coordinators to balance workloads and optimize staffing levels.

• Maintain expertise in firm technology and tax systems while assisting team members.

• Identify opportunities to broaden client relationships, introduce specialists and additional services, and facilitate business development.

• Stay informed about federal, state, and local tax laws, regulations, and industry trends.

• Contribute to firm, practice, and operational initiatives aimed at enhancing processes and improving the client experience.

⛳️ Requirements

• At least five years of experience in accounting and tax, showcasing a progression in complexity, scope, and the number of engagements managed.

• Must hold active membership in good standing with the American Institute of Certified Public Accountants.

• Bachelor’s or Master’s degree in accounting.

• Strong attention to detail and commitment to accuracy.

• Exceptional organizational capabilities.

• Excellent written and verbal communication skills.

• Client service-oriented, both internally and externally.

• Creative and determined problem solver.

• Ability to manage sensitive situations and handle confidential information.

• Flexible and adaptable to changing circumstances.

• Competent in coordinating and maintaining follow-up on multiple projects concurrently.

• Capable of prioritizing shifting workloads.

• Ability to work independently, demonstrate sound judgment, and be resourceful.

🏝️ Benefits

• Employee-owned since 2001, providing every team member with a stake in our collective success.

• Flexibility to manage your own schedule.

• Access to resources and support for professional development.

• Support for career advancement and personal life management.

• A workplace culture centered on collaboration.