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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

    3 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

    #J-18808-Ljbffr

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