[Hiring] Tax Manager / Sr Tax Manager / Director / Principal @Levelociti

Role Description

Assisting HNW clientele with tax compliance & planning needs.

• Responsible for the efficient, accurate, complete, and timely preparation of high net worth clients’ individual, estate, gift and fiduciary tax returns whether prepared personally or by supervision of others.
• Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.
• Performs technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary.
• Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.
• Participates actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift and fiduciary tax consulting. Reviews and advises on clients’ estate plan.
• Acts as a resource for tax preparation team, A&A staff on estate, trust and gift tax issues. Stays informed and knowledgeable on technical standards and tax law.
• Assists and supervises tax preparer with the more complex individual, estate, gift and fiduciary returns.
• Reviews wills and trusts pertaining to estate and fiduciary income tax returns.
• Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients.

Qualifications

• 5+ years of experience performing research and providing quality technical advice.
• Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification.
• Masters of Science degree in Taxation or a J.D. highly preferred for Tax Management Position.
• Minimum of 40 hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.

Requirements

• Remote: Yes - already have remote employees & systems in place to fully support.
• Compensation: Up to 250k base + bonus + full benefits.
• We currently have multiple privately owned & mid sized CPA firms & wealth management firm that are expanding their HNW departments and looking for well experienced tax professionals to join.
• These firms range from 100 - 500+ employees, well established businesses & growing due to market expansion.

Benefits

• Full benefits included.

Company Description

If you're interested to apply, please submit your application or email me directly at [email protected]

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/