Senior Manager of Tax
Growing Wealth Management company in Scottsdale is actively recruiting for a Senior Tax Manager. This position has a salary of $130K-175K.
As a senior tax manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior tax manager will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.
Responsibilities
- Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders.
- Participate in obtaining new clients in partnership with strategic relationships and community networks.
- Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis.
- Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses.
- Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects.
- Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements.
- Commitment to continuing education, team development, training and mentoring new tax associates.
Qualifications
- Bachelor’s degree required.
- 8+ years’ tax experience working in private or public accounting firm or financial planning firm.
- CPA or EA required.
Skills and Knowledge
- Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts and closely held entities.
- Strong research capabilities related to technical matters for complex tax needs and updates to regulations.
- Mastery of various tax compliance software products (CCH or GOSystem preferred).
- Highly effective interpersonal, relationship management and communication skills.
- Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time-sensitive environment.
- Demonstrated talent development experience, training new staff and mentoring interns.
- Strong attention to detail.
For immediate consideration email your resume in a word.doc to Thyra at thyra@southwestaccountingresources.com.
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