Tax Manager - Private Wealth
Core
Deliver tax, accounting, and advisory services to private wealth clients including ultra high net worth families, closely held businesses, and trust and estate work.
Role type
Senior IC Tax Manager (Private Wealth)
Builds
Tax compliance, accounting, bookkeeping, and prepared/compiled financials for private wealth clients
Domain
Accounting and Tax (Private Wealth)
Required skills
Tax law knowledge (local/state/federal), Financial statement preparation, Client engagement management, Team leadership and coaching, Process improvement, Business advisory
Preferred skills
Entrepreneurial networking, Professional development, Work-life balance
Technologies
None stated
Responsibilities
Provide tax and business advisory services to private wealth clients, Oversee accounting and bookkeeping services, Review and analyze accounting records with clients, Lead and plan client engagements, Manage and build client relationships, Support the growth and development of team members