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- Carry out review and visualization of tax planning strategies.
- Present the analysis and findings to investors and prospective clients.
- Partner with Financial Advisors within the firm.
- Maintain relationships with internal and external stakeholders.
- Participate in business development activities.
- identifying tax savings and financial planning opportunities.
- Perform tax projections and tax planning.
- Perform tax research as needed.
- Tax analysis and strategic tax planning.
- Partner with stakeholders to provide tax oversight for high-net-worth individuals.
- Review withholding for various clients.
- Correspond with federal and state taxing authorities
- Remain current with legislative and tax policy changes.
- Bachelors degree in accounting or finance; MST degree a plus.
- CPA and/or CFP a plus.
- Minimum of 4+ years of High Net Worth personal income tax prep experience.
- Experience with High Net Worth (HNW) and Ultra High Net Worth (UHNW) required
- Family office services experience a plus.
- Proficiency with Microsoft Excel.
- Organized, detail oriented
- Highly analytical and ready to make immediate impact in a dynamic environment.
- Excellent verbal and written communication skills.
Tax Manager ~ Tax Strategy - Morristown, United States - KNM Resources
Description
Job Description
Job DescriptionOverview
Newly createdOur client is seeking a Tax Manager with 4 + years High Net Worth and Ultra High Net Worth income tax experience to provide tax strategy for High Net Worth / Family Office clients. CPA preferred.Please contact me to learn more about this role.For more opportunities from KNM Resources, please visit
Responsibilities
Qualifications