- Act as the main tax consultant for high net worth individuals, families, and their businesses, delivering proactive tax planning, compliance, and advisory support.
- Create and execute advanced tax strategies to reduce tax burdens, enhance wealth preservation, and meet clients' financial goals.
- Review and prepare intricate individual, trust, estate, and partnership tax returns, ensuring precision, compliance, and alignment with relevant laws.
- Conduct thorough tax assessments to pinpoint tax optimization opportunities, encompassing income tax planning, estate and gift tax planning, charitable giving tactics, and considerations for multistate taxation.
- Hold a Bachelor's degree in Accounting, Finance, or a related field; CPA certification is mandatory.
- Minimum of [X years] experience in public accounting, focusing on assisting high net worth individuals and their associations.
- In-depth knowledge of intricate tax issues pertinent to high net worth clients, including individual taxation, estate and gift taxation, trust taxation, and tax ramifications of investment strategies.
- Demonstrate strong analytical capabilities and attention to detail, enabling the identification of tax planning prospects and the development of tailored solutions suited to clients' specific situations.
- Possess excellent communication and interpersonal abilities, facilitating effective interaction with sophisticated clients and collaboration with diverse teams.
- Show a proven history of adeptly managing client connections, delivering exceptional service, and achieving outcomes in a dynamic, client-focused setting.
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Tax Manager - Chicago, United States - Ascendion
Description
Exciting Opportunity at a Top Accounting Firm
We are in search of a skilled Tax Manager with proven expertise in assisting high net worth individuals and their associated entities. The Tax Manager will take the lead in offering strategic tax planning, compliance, and advisory services to our discerning clients. This role provides a chance to closely engage with affluent individuals and families, addressing their distinct tax complexities and contributing to their financial prosperity.
Roles and Responsibilities
Qualifications
