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Form of workJob Description
Overview
Newly created! Our client is seeking a Tax Manager with 4 to 8 years of tax experience to provide Tax Strategy for High Net Worth / Family Office. CPA preferred. For more opportunities from KNM Resources, please visit https://www.knmresources.com/all-openings.
Responsibilities
- Tax analysis and strategic tax planning.
- Partner with stakeholders to provide tax oversight for high-net-worth individuals.
- Maintain relationships with internal and external stakeholders.
- Perform tax projections and tax planning.
- Perform tax research as needed.
- Assist with quarterly estimated tax payments and provide oversight with Form 1099s.
- Review withholding for various clients.
- Correspond with federal and state taxing authorities
- Remain current with legislative and tax policy changes.
Requirements
Qualifications
- Bachelor’s degree in accounting or finance; MST degree a plus.
- CPA is preferred.
- 4-8 years of progressive public accounting and tax preparation experience.
- Experience with HNW and UHNW.
- Proficiency with Microsoft Excel and Tableau.
- Knowledge with CCH Prosystems fx Axcess or other tax deliverable tracking software a plus.
- Family office services experience a plus.
