Overview

Newly created!Our 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 https://www.knmresources.com/all-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.