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Glen Allen

    Tax Senior Manager - Glen Allen, United States - Keiter Stephens Hurst Gary & Shreaves PC

    Keiter Stephens Hurst Gary & Shreaves PC
    Keiter Stephens Hurst Gary & Shreaves PC Glen Allen, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    Tax Senior Manager - High Net Worth

    Due to recent growth in our Family, Executive, & Entrepreneur Advisory Services (FEAS) group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in high net worth individuals. Qualified candidates will also have experience with trust and/or estate tax matters.

    Our Mission:

    › To provide quality service to our clients

    › To provide fulfilling careers to our staff

    › To share our time and resources to give back to the community

    Primary Responsibilities and Knowledge:

    › Serve as liaison among senior managers, partners, clients, and staff. Handle all phases of tax engagements specializing in those related to work in our FEAS area

    › Possess strong technical skills in accounting and tax preparation (inidividual taxation, multi-state taxation, trust and/or estate)

    › Working knowledge of US Tax Code and technical aspects of tax preparation and compliance

    › Serve as the main point of contact for multiple clients and directly handle tax-related communication with clients' attorneys, brokers, or other third parties

    › Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others

    › Actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following-through with leads

    › Contribute to and foster a positive work environment

    Job Requirements:

    › Hold active CPA license; CFP is a plus

    › At least five years of experience in public accounting, tax consulting, or other related experience

    › Ability to develop relationships with current and potential clients

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