Job Summary
A company is looking for a Seasonal Tax Manager in Private Client Services.
Key Responsibilities
- Review complex individual tax returns and income tax planning for high-net-worth individuals and families
- Oversee partnership tax compliance and S Corp tax compliance for private tax clients
- Work remotely and manage multiple complex projects while coordinating with clients and colleagues
Required Qualifications
- Valid US Certified Public Accountant (CPA) license or active state bar membership
- Bachelor's degree in Accounting, Finance, Business, or a related discipline
- Minimum of 4 years of relevant experience in tax compliance for private clients, partnerships, and/or S Corps
- Experience with federal and state personal and trust income tax
- Thorough understanding of estate and wealth planning
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