What are the responsibilities and job description for the Tax Manager - High Net Worth position at KSM (Katz, Sapper & Miller)?
Job Description
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.
We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.
At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.
Responsibilities
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.
We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.
At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.
Responsibilities
- Provide tax compliance and advisory services to High-Net-Worth Individuals, multi-state fillings, and complex tax matters
- Maintains contact with clients throughout the year; possesses thorough knowledge of the client and all facets of client's business.
- Plans, schedules and staffs engagements using firm policies and procedures.
- Supervises staff and provides on-the-job training; reviews tax returns and related work papers prepared by staff including performance evaluations.
- Anticipates problem areas of engagement and develops procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions.
- Communicates progress of engagements, problems and resolutions to client through written and oral correspondences.
- Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts.
- Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
- Performs supervisory reviews of all tax returns and governmental tax examinations of complexity.
- Assumes tax preparation responsibility for the more complex business returns.
- A minimum of five years of experience in accounting and tax, demonstrating a progression in complexity, scope and number of engagements managed.
- Must be a member in good standing with the American Institute of Certified Public Accountants.
- Bachelors or Master's degree in accounting
- Strong attention to detail and accuracy
- Exceptional organizational skills
- Strong written and verbal communication skills
- Client (internal and external) service oriented
- Creative and persistent problem solver
- Ability to handle sensitive situations and confidential information
- Flexible and adaptable
- Ability to coordinate and maintain follow-up on a number of projects simultaneously
- Ability to prioritize changing workloads
- Ability to work independently, exercise good judgment and be resourceful
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.