Tax Manager – High Net Worth

🕒 October 13

🏈 Ohio – Remote

🏈 Ohio – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 10%

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KSM (Katz, Sapper & Miller)

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1923

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

KSM (Katz, Sapper & Miller) is a leading advisory, tax, and audit firm offering innovative solutions to help clients achieve their organizational goals. The firm provides services such as government consulting, HITRUST assessment and validation services for healthcare data security, and tax increment financing consulting. KSM partners with organizations to foster growth and ensure long-term success, assisting in navigating complex situations and compliance challenges.

📋 Description

• Manage a client portfolio focused primarily on high-net-worth individuals, families, related trusts, family investment partnerships, and closely held or investment entities • Serve as a trusted advisor and primary client contact, maintaining year-round relationships with families and professional advisors • Lead multiple tax engagements from planning through delivery, including staffing, delegation, budgets, realization, timelines, billing, scope, risk management, and compliance • Provide hands-on support and resolve complex tax compliance and planning issues • Review complex individual, fiduciary, partnership, S corporation, gift, and estate tax returns, workpapers, and related deliverables • Delegate work and lead development and performance management of Associates and Senior Associates • Partner with peers, Partners, and Resource Coordinators to balance workloads and optimize staffing • Maintain proficiency in firm technology and tax systems while supporting team members • Identify opportunities to expand client relationships, introduce specialists and additional services, and support business development • Stay current on federal, state, and local tax laws, regulations, and industry trends • Contribute to firm, practice, and operational initiatives that improve processes and client experience

🎯 Requirements

• A minimum of five years of experience in accounting and tax, demonstrating progression in complexity, scope and number of engagements managed • Must be a member in good standing with the American Institute of Certified Public Accountants • Bachelors or Master's degree in accounting • Strong attention to detail and accuracy • Exceptional organizational skills • Strong written and verbal communication skills • Client (internal and external) service oriented • Creative and persistent problem solver • Ability to handle sensitive situations and confidential information • Flexible and adaptable • Ability to coordinate and maintain follow-up on a number of projects simultaneously • Ability to prioritize changing workloads • Ability to work independently, exercise good judgment and be resourceful

🏖️ Benefits

• Employee-owned since 2001, giving every team member a stake in collective success • Flexibility to manage your time • Resources and support for professional growth • Career and personal life support • Collaboration-focused workplace culture

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