Tax Manager - Wealth Management
Core
Manage tax planning, returns, and estate planning for high-net-worth individuals and family offices, optimizing wealth management goals.
Role type
Senior IC tax manager (wealth management)
Builds
Tax returns, estate plans, and advisory solutions for high-net-worth clients
Domain
Wealth management / Tax compliance
Deliverable
client delivery
Required skills
Tax planning, tax return management, estate planning, fiduciary tax compliance, partnership/trust taxation, client engagement management, team supervision
Preferred skills
CCH Axcess proficiency, proposal development, networking
Technologies
CCH Axcess
Responsibilities
Manage tax planning process with clients and advisory teams; Review and manage complex tax returns (federal, state, foreign, audits); Participate in estate planning and wealth transfer projects; Determine tax objectives and methodologies; Identify tax solutions and opportunities; Supervise and develop associates on engagements; Contribute to business expansion via proposals and sales calls.
Seniority
Senior, hands-on IC
