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

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

4 weeks ago

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 (individual 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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