Tax Manager – High Net Worth

🔥 34 minutes ago

🏈 Alabama, Florida, +4 more states – Remote

🏈 Alabama – Remote 🐊 Florida – Remote 🎰 Nevada – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🎸 Tennessee – Remote

💵 $120k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 0%

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Frazier & Deeter

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Frazier & Deeter is a top 50 accounting and advisory firm based in the United States, providing a comprehensive range of services including tax compliance and consulting, auditing, wealth planning, and advisory support. With a strong focus on various industries such as real estate, manufacturing, healthcare, technology, and others, the firm is recognized for its expertise and innovative solutions. Frazier & Deeter is committed to making a difference through its client-centric approach, deep industry insights, and a culture that invests in people. The firm operates globally with offices in multiple major cities, offering tailored solutions to meet the complex financial and strategic needs of its diverse clientele.

📋 Description

• Work closely with partners, staff, and high net worth clients. • Lead the planning, management, review, and completion of client engagements. • Provide proactive tax planning, savings strategies, and wealth preservation solutions for individuals, families, and closely held entities. • Support business development efforts and cultivate long-term client relationships. • Serve as a key point of contact for designated clients, delivering a high-touch, advisory-focused experience. • Manage and review complex tax returns for high net worth individuals, closely held businesses, and trusts. • 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. • Ensure timely and accurate filing of client tax returns, meeting regulatory deadlines. • Review team members’ work and provide constructive feedback to ensure quality and accuracy.

🎯 Requirements

• A Bachelor’s degree and/or Master’s degree in Accounting. • Active CPA license required. • 5+ years of progressive public accounting experience, with a focus on HNW tax planning, compliance, and consulting. • 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. • Proven expertise in overseeing complex client engagements and delivering high-quality client service. • Ability to develop tax planning strategies for clients. • Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite. • Experience supervising, training, developing, and reviewing the work of staff and senior associates. • 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.

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