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Keiter CPAs
Allen, VA | Full Time
$117k-155k (estimate)
1 Week Ago
Keiter
Allen, VA | Full Time
$111k-147k (estimate)
6 Months Ago
Tax Senior Manager - High Net Worth
Keiter Allen, VA
$111k-147k (estimate)
Full Time | Business Services 6 Months Ago
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Keiter is Hiring a Tax Senior Manager - High Net Worth Near Allen, VA

Tax Senior Manager - High Net Worth

Due to recent growth in our Family, Executive, & Entrepreneur Advisory Services (FEAS) group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in high net worth individuals. Qualified candidates will also have experience with trust and/or estate tax matters.

Our Mission:

› To provide quality service to our clients

› To provide fulfilling careers to our staff

› To share our time and resources to give back to the community

Primary Responsibilities and Knowledge:

Serve as liaison among senior managers, partners, clients, and staff. Handle all phases of tax engagements specializing in those related to work in our FEAS area

Possess strong technical skills in accounting and tax preparation (inidividual taxation, multi-state taxation, trust and/or estate)

Working knowledge of US Tax Code and technical aspects of tax preparation and compliance

Serve as the main point of contact for multiple clients and directly handle tax-related communication with clients' attorneys, brokers, or other third parties

Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others

Actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following-through with leads

Contribute to and foster a positive work environment

Job Requirements:

Hold active CPA license; CFP® is a plus

› At least five years of experience in public accounting, tax consulting, or other related experience

Ability to develop relationships with current and potential clients

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$111k-147k (estimate)

POST DATE

12/09/2023

EXPIRATION DATE

06/19/2024

WEBSITE

keitercpa.com

HEADQUARTERS

GLEN ALLEN, VA

SIZE

50 - 100

FOUNDED

1978

TYPE

Private

CEO

MICHAEL L GRACIK JR

REVENUE

$10M - $50M

INDUSTRY

Business Services

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