Tax Manager (CPA) High Net Worth
This Jobot Job is hosted by Reggie Panis
Are you a fit? Easy Apply now by clicking the 'Apply' button and sending us your resume.
A Bit About Us
Based in Seattle, we are a leading CPA firm known for building strong relationships, technical expertise and a passion for delivering exceptional client service. We provide tax, audit and accounting services to some of the region's most prominent professionals, company executives, business owners, affluent families and family offices, estates and trusts.
Currently we have a phenomenal opportunity to add a Tax Manager - High Net Worth, to our deeply committed team. If you are an energetic tax professional who wants to be on a leadership track, who wants to build their skills and is looking to provide top notch client service than we would like to speak with you. Principal/Partner tracks are available and encouraged to apply. Top consideration will be given to individuals who have established experience working with high net worth and family and closely held businesses.
Why join us?
As a personal advisor to our high net worth clients, you will offer an integrated, holistic approach to managing our clients wealth throughout the year. You will have the opportunity to collaborate with our clients investment advisors, attorneys and bankers to merge traditional financial, tax, and wealth planning services into a strategic/advisory offering that helps establish where our high net worth clients want to go and enable them to get there.
The ideal candidate will play a leading role in providing our clients with proactive tax planning, strategic consulting and assistance with estate and trust planning. Youll supervise or manage all phases of the work and manage the primary relationship with multiple clients. Youll also provide leadership, supervision, training and feedback to our staff and senior accountants.
- Five+ years of recent public accounting experience.
- Ability to provide specialized review of complex tax returns.
- Ability to perform tax research and planning tailored to the clients needs.
- Ability to strengthen existing client relationships, develop new business and mentoring of team members.
- Excellent organizational, client service and communication skills.
- CPA license is required. Bachelor's in Accounting required, Masters in Taxation or Accountancy preferred.
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