Senior Tax Manager, High Networth - Blue Ash, United States - Cassady Schiller CPAs & Advisors

Description

Summary of Responsibilities:

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

Essential Functions:

Performs technical tax review and approval of all tax returns 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 and governmental tax examinations of any complexity.

Stays current with pending and proposed tax policy changes and advises clients on how these potential changes will impact their current and future tax positions.

Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
Delegates and manages tax research projects to achieve an accurate and efficient product.
Participates actively in client meetings and tax planning efforts with clients.
Assumes client service responsibility for clients and is family-centric for the high net worth families that we serve.
Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.

Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns.

Responsible for maintaining complete and accurate federal and state income tax returns due date list.
Responsible for maintaining budgets and overall team member performance weekly reports.
Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters.
Prepares other reports and projects as requested from time to time by the Partners.
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:

Accounting degree and CPA or other appropriate professional designation required8 + years of proven working 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.

Strong communication and presentation skillsAccuracy, attention to detail and the ability to explain complex information clearly and simplyCompetitive pay and PTOAnnual bonus based on performance of the firmBonus for referral of new clients and new employees

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