Job Summary
A company is looking for a Seasonal Tax Senior Manager - Ultra High Net Worth.
Key Responsibilities
- Advise ultra-high net worth clients on tax services, including wealth transfer and compliance
- Lead engagement teams for individual, fiduciary, and estate taxation, ensuring client satisfaction and profitability
- Develop client relationships and participate in proposals to drive business growth
Required Qualifications
- Bachelor's degree in accounting or a business-related field
- CPA license, licensed J.D., or enrolled agent status
- Minimum of 8 years of public accounting experience with a focus on private client taxation
- Proficiency in individual, fiduciary, and investment partnership taxation
- Familiarity with multi-state taxation
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