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Frazier & Deeter · 1 week ago

Tax Manager, High Net Worth

Tampa, FL

Full-time

Hybrid

Senior Level

5+ years exp

Frazier & Deeter is a rapidly growing Top 50 accounting & advisory firm committed to training and developing its staff. The Tax Manager will work closely with partners and clients, managing and reviewing complex tax returns, while providing proactive tax savings suggestions and cultivating client relationships.

Accounting

Growth Opportunities

Responsibilities

Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts

Understand client’s business needs, 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

Develop and maintain strong client relationships by providing exceptional service and understanding their business needs

Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines

Review work performed by team members, providing constructive feedback to ensure quality and accuracy

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

Qualification

Active CPA licenseHNW tax planningEstate tax lawTax preparation softwareProject managementAnalytical skillsClient relationship managementOrganizational skillsTeam leadership

Required

A Bachelor's degree and/or Master's degree in Accounting

Active CPA license

5+ years of experience in HNW tax planning, compliance, and consulting in public accounting

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