Job Summary
A company is looking for a Tax Manager specializing in High Net Worth and Foundations.
Key Responsibilities
- Provide tax planning, consulting, and compliance expertise to clients
- Review form 990-PF for Private Foundations and individual/trust income tax returns
- Manage multiple complex projects, including client communication and resource coordination
Required Qualifications
- Minimum of 5 years of experience in Public Accounting at the manager level
- Active CPA or IRS Enrolled Agent (EA) license
- 6+ years of experience with private foundations, public charities, and nonprofits
- Experience supervising tax professionals on projects
- Strong ownership for delivering responsive client service
Comments