Manager High Net Worth Tax
Website Stemta Corporation
Manager High Net Worth Tax
Firm specializing in high net worth individuals, trusts, and estates is looking to add a Senior Tax Associate to their team. This is a unique opportunity to join a high profile firm. Excellent work environment, location, and benefits are included. The Manager will work predominately with trust and estate clients, as well as high net worth individuals.
Responsibilities:
Prepare federal and state tax returns for individuals
Prepare and review complex gift, estate and fiduciary income tax returns
Work with client personnel to reconcile account differences and analyze financial data
Assist with tax planning and consulting to high net worth clients for estate and individual income taxes
Organize work effectively to meet deadlines and take ownership of projects and actions
Research estate, gift and trust related issues, such as trustee and beneficiary issues
Research and analyze complex tax issues
Proactively communicate with clients and staff to build trust and to grow the firm business
Qualifications
4 or more years recent public accounting experience
Experience with complex 1040’s, 1041’s, 1120’s, and 1065’s required
Trust and Estate Planning a strong plus
CPA with active license Required
EEO – M/F/D/V
