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Tax Manager ~ Tax Strategy - Convent Station, United States - KNM Resources
Description
Job DescriptionJob Description
Overview
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
-openings.
Responsibilities
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.
Qualifications
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.
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