Tax Manager - High Net Worth jobs in United States
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Keiter CPAs · 1 day ago

Tax Manager - High Net Worth

positionGlen Allen, VA
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Keiter CPAs is seeking a dynamic and client service-oriented individual to join their practice as a Tax Senior Manager specializing in high net worth individuals. The role involves managing tax engagements, serving as a liaison among various stakeholders, and developing client relationships while contributing to a positive work environment.

AccountingConsultingFinancial ServicesTax ConsultingTax Preparation
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Serve as liaison among managers, senior managers, partners, clients, and staff. Handle all phases of tax engagements specializing in those related to work in our FEAS area
Possess strong technical skills in accounting and tax preparation (individual taxation, multi-state taxation, trust and/or estate)
Working knowledge of US Tax Code and technical aspects of tax preparation and compliance
Serve as the main point of contact for multiple clients and directly handle tax-related communication with clients' attorneys, brokers, or other third parties
Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others
Actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following-through with leads
Contribute to and foster a positive work environment

Qualification

CPA licenseTax preparationUS Tax CodeTrustEstate taxPublic accounting experienceClient relationship developmentCFP certificationTeam developmentCommunication skills

Required

Hold active CPA license
At least five years of experience in public accounting, tax consulting, or other related experience
Possess strong technical skills in accounting and tax preparation (individual taxation, multi-state taxation, trust and/or estate)
Working knowledge of US Tax Code and technical aspects of tax preparation and compliance
Ability to develop relationships with current and potential clients

Preferred

CFP® is a plus

Company

Keiter CPAs

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You can depend on us to share our knowledge and experience to help you make sound financial decisions throughout the life cycle of your business.
dateFounded in 1978
location
Glen Allen, Virginia, USA
people-size51-200 employees
web-link
http://keitercpa.com

H1B Sponsorship

Keiter CPAs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2021 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Julie Gustavsson
Partner and Chief Operating Officer
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Recent News

PR Newswire
Keiter Wins Marketing Achievement Award for Website Development
2022-05-15
Company data provided by crunchbase