- 100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps
- Provide consulting, planning, and tax-saving strategies to clients.
- Develop and maintain client relationships by providing high quality service that exceeds client's expectations.
- Recognize and develop ways to minimize tax obligations by offering clients' additional services.
- Assist with managing, training, and developing staff.
- Bachelor's degree in accounting, MST preferred.
- CPA License required.
- 5+ progressive years of experience with a focus on HNW individuals or family office average asset range $50mil - $300 mil. Experience from a public accounting firm. (i.e. Big 4, Forvis and Andersen Tax)
- CPA designation
- High net worth clients' tax experience in a mid-market public accounting firm (Big 4, Forvis, Andersen Tax)
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Tax Manager - Deerfield, United States - Global Placement Firm
Description
Excellent company looking to add a successful Tax Manager - High Net Worth Professional to their team
***Hybrid position working with our team in Downers Grove and Chicago***
How You Will Contribute: