High Net Worth Tax Manager
| Company | Frazier & Deeter |
|---|---|
| Location | Nashville, TN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Senior |
Requirements
- A Bachelor’s degree and/or Master’s degree in Accounting.
- Active CPA license.
- 5+ years of experience in HNW tax planning, compliance, and consulting in public accounting.
- Deep understanding of estate, gift, and trust tax laws and their application.
- Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles.
- Familiarity with family office services and private foundation structures.
- Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite.
Responsibilities
- Manage and review complex tax returns for our individual clients, business returns and trust returns.
- Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions.
- Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery.
- Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
- Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines.
- Review work performed by team members, providing constructive feedback to ensure quality and accuracy.
- Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations.
- Extensive knowledge of federal, state, and local tax regulations.
- Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously.
Preferred Qualifications
- Experience supervising, training, developing, and reviewing the work of staff and senior associates.