Remote Tax Manager – Wealth Advisory – Remote within EST
Our team is working with a leading wealth advisory firm based in Massachusetts to hire a Remote Tax Manager to their growing Tax Advisory team. The Tax Manager will be responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. The role will have a focus on high net worth individuals & families.
Responsibilities:
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Tax planning and preparation for high-net-worth individuals and their related entities;
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Performing first reviews on certain individual and fiduciary returns;
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Ensuring compliance with all federal and state filing requirements on behalf of clients;
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Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments;
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Assist the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff;
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Assist the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications
Qualifications:
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A CPA or JD with a minimum of 6+ years’ relevant experience.
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A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families.
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Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
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Experience preparing partnership, private foundation, and gift tax returns.
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Experience with ProSystem fx® Tax and BNA Income Tax™ Planner
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Big Four” or large regional accounting firm experience.
This role is a full time remote opportunity that will offer up to $115K base, bonus & great benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at [email protected]
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