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Tax Manager / Sr. Manager / Partner

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Private Client / HNW – Tax Manager / Sr. Manager / Partner 

Salary: 

  • Manager  100k – 130k
  • Sr. Manager  140k – 190k
  • Partner – 200k + 

 

CPA firm services privately-held businesses and high net worth individuals with a wide range of traditional and non-traditional advisory services.

 

Responsibilities:

  • Trust & Estate Planning
  • Manage staff in tax compliance, record keeping, book keeping and bill paying
  • Philanthropic planning
  • Tailoring services around families
  • Cash Flow Management and Forecasting
  • Coordination of Insurance needs with Clients’ Brokers
  • Coordination of Tax Strategies with Investment Advisors
  • Demonstrates the ability to Develop Business

 

Qualifications:

  • J.D., LLM in Accounting/Taxation and/or Master’s in Taxation (MST)
  • CPA or CFP is a plus
  • 7+ years of experience in tax advisory and compliance services in support of high net worth individuals, families and trusts and estates
  • Understanding of tax and trust & estate issues faced by highly affluent families
  • Understands personal insurance needs
  • Understand investments and the market
  • Ability to connect to third party industry service providers
  • Strong client service skills

 

Individual accommodation shall be provided for applicants with disabilities who meet required qualifications.
Please advise us at any time during the recruitment process.


Success is in Your DNA!

 

*ABOUT DNA STAFFING CORPORATION / TOP TALENT LIFESTYLE*

The DNA Staffing Corporation is an international search firm representing job openings in virtually every industry and job function across North America.

We combine the efforts of over 1200 recruiters throughout North America. Together, we represent thousands of job openings and enter dozens of new jobs per day.

When you apply online, your information will forward to the recruiters handling those jobs.If you are a close match, they will contact you to discuss the positions and employers in detail and then work hard to get you interviews ASAP.

All the best in your search!

#SuccessisinYourDNA

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