What are the responsibilities and job description for the Manager needed that specializes in tax compliance for high-net-worth individuals position at Wscpa Spokane Chapter?
Tax Manager/ Senior Tax Manager
We are a boutique accounting in the heart of downtown Bellevue. We serve a niche of high-net-worth individuals and their related entities, including trusts, charitable organizations, and closely-held businesses.
We are seeking an experienced Tax Manager or Senior Tax Manager to lead client engagements, oversee staff, review their work product, and provide proactive client service. The work is complex and demands a high level of aptitude, organization, and attention to detail. If this aligns with your skills and you enjoy the small firm environment, we would love to hear from you. This is an incredible career opportunity with the potential to grow into long-term firm leadership.
Responsibilities
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We are a boutique accounting in the heart of downtown Bellevue. We serve a niche of high-net-worth individuals and their related entities, including trusts, charitable organizations, and closely-held businesses.
We are seeking an experienced Tax Manager or Senior Tax Manager to lead client engagements, oversee staff, review their work product, and provide proactive client service. The work is complex and demands a high level of aptitude, organization, and attention to detail. If this aligns with your skills and you enjoy the small firm environment, we would love to hear from you. This is an incredible career opportunity with the potential to grow into long-term firm leadership.
Responsibilities
- Manage and review complex income tax returns for individuals, trusts, private foundations, partnerships, and s-corporations.
- Supervise, train, and review the work product of the staff.
- Utilize web-based research tools for analysis and decision making.
- Correspond with Federal, State, and local taxing authorities to resolve tax compliance issues.
- Participate in tax planning and review projections for extensions and quarterly estimated tax payments.
- Document, organize, and review various electronic workpapers as support for the tax returns.
- Coordinate with clients and their other professional advisors in a timely, professional manner.
- Foster relationships with clients, advisors, and other CPAs in order to bring new business to the firm.
- 7 years of recent and demonstrated experience working with high-net-worth individuals, trusts, estates, and closely-held entities.
- CPA license in Washington State.
- Strong computer skills, preferably to include CCH Axcess, Excel, and CCH Engagement.
- Strong technical review abilities and communication skills.
- Experience providing guidance and mentorship to staff.
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