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Blue Ash

    Tax Manager, High Net Worth - Blue Ash, United States - Cassady Schiller CPAs & Advisors

    Cassady Schiller CPAs & Advisors
    Cassady Schiller CPAs & Advisors Blue Ash, United States

    4 weeks ago

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    Description


    The Tax Manager for High Net Worth services is responsible for the efficient, accurate, complete and timely preparation of all assigned client's tax returns, other projects and occasional consulting.


    Essential Functions:
    Performs technical tax review of all high net worth tax returns, including individual and fiduciary returns.

    Competently reviews partnership, S corporation and/or private foundation and other charitable giving strategies essential to the high net worth family's overall balance sheet.

    Assumes responsibility for tax returns and delegates to the various tax preparers as deemed necessary.
    Delegates and performs tax research projects to achieve an accurate and efficient product.

    Participates actively in client meetings and tax planning effortsActs as a resource for tax preparers on specific tax issues and/or questions.

    Assumes client service responsibility for clients and is family-centric for the high net worth families that we serve. The tax manager works directly with clients where the responsibility is delegated from the Partner or senior manager.

    May work to develop and train team members by issuing performance evaluations, developing training aids and acting as an instructor in professional development programs.

    Ability to communicate effectively with clients and meet critical deadlines (i.e. tax return due dates) is necessary at this level.
    Ability to manage budgeted projects to maintain project profitability is necessary at this level.
    Participates in firm's practice development efforts through involvement with referral sources, community and industries.
    Performs such other duties as may be assigned.


    Education, Experience and Skills Required:


    Bachelor's degree in accounting and CPA required4 + years' experience in public accounting, demonstrating a proven progression in tax return complexity, scope and research.

    Specific experience working with high net worth individuals and families, trust, partnership, S Corporation, private foundation, and split-interest charitable trusts.

    Excellent communication and interpersonal skillsAccuracy and attention to detailCompetitive pay and PTOAnnual bonus based on performance of the firmBonus for referral of new clients and new employees

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