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  • Senior Tax Manager - Seattle - Benaiah Consulting Group. LLC

    Default job background
    Full time
    Description

    Job Title

    Senior Manager or Director, Tax Planning

    A seasoned tax professional sought to lead our client-centric focused practice.

    We're seeking a dynamic and experienced individual to provide exceptional tax planning services to high-net-worth individuals.

    Our client is open to candidates in the local area, candidates open to relocating to the NW New York state area, or for the right person, this could be a 100% remote role.

    Key Responsibilities:

    • Develop comprehensive tax planning strategies to align with clients' financial goals and objectives.
    • Leverage trust instruments to optimize wealth transfer and minimize tax liabilities.
    • Navigate complex tax returns, ensuring accuracy and compliance.
    • Conduct in-depth tax research to identify and resolve complex tax issues.
    • Build strong client relationships through personalized advice and exceptional service.

    Requirements:

    • Proven experience: Minimum 10+ years of experience in tax planning, preferably within a CPA firm, advisory/consulting firm, wealth management firm, or law firm.
    • Deep understanding of tax planning: Extensive knowledge of the US tax code and its applications in achieving client goals.
    • Strong technical skills: Proficiency in reviewing personal, fiduciary, estate, and gift tax returns.
    • Excellent communication skills: Ability to articulate complex concepts clearly and effectively to clients and team members.
    • Leadership qualities: Proven ability to lead and mentor a team, fostering a collaborative and supportive work environment.
    • CPA, JD, or EA: Professional certification is required.

    About Our Firm:

    • Legacy of excellence: Join a reputable CPA firm with a three-plus decade history of success in the Northwest New York state area.
    • People-first culture: Experience a supportive and collaborative work environment where your personal well-being is valued.
    • Work-life balance: Enjoy a flexible work arrangement that allows you to maintain a healthy balance between your professional and personal life.
    • Growth opportunities: Advance your career within a dynamic and growing firm.

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Senior tax manager