Tax Manager

• Prepare and file various tax returns such as Individual income tax, Partnerships, S Corporations, Gift tax, and Private Foundation filings
• Address client or advisor inquiries regarding financial matters, including income tax, estate planning, asset/liability updates, and risk management considerations in consultation with legal experts
• Utilize QuickBooks for accounting tasks
• Leverage MS Office software (Excel, Word, PowerPoint) to develop and manage financial documents
• Support a wide range of client projects, such as LLC formations, filing LLC annual reports, and coordinating gifts from foundations
• Provide consultation on tax-related matters such as income tax planning, charitable giving strategies, estate planning, and residency/domicile concerns
• Develop and implement proactive tax strategies tailored to client needs
• Collaborate with legal teams to address tax-related matters and recommendations
• Coordinate with clients’ employers to monitor compensation plans, deferred compensation, and equity awards (e.g., RSUs)
• Oversee or prepare net worth summaries, cash flow reports, and financial analysis on a monthly or quarterly basis using tools like QuickBooks and Excel

• Strong organizational skills with exceptional attention to detail and accuracy
• Effective interpersonal and communication abilities, including verbal and written skills
• Proficient in QuickBooks, Microsoft Office Suite (Excel, Word, PowerPoint), and Outlook
• Familiarity with Lacerte software is desirable though not mandatory
• Deep knowledge of taxation laws applicable to high-income individuals and estates
• Experience advising on asset structuring for privacy, security, and legal protection
• Understanding of common estate planning techniques and their applications
• Bachelor’s degree in Accounting or related field (preferred)
• Current CPA certification or CPA candidate

Familiarity with Lacerte software

• medical, vision, dental, and life and disability insurance
• company 401(k) plan