Premier Regional Tax and Wealth / Investment Management Advisory firm serving High Net Worth Individuals & their familes is in growth mode. Offering numerous services to include Business & Tax Advisory, Investment Management, Estate Planning, LIfe Cycle & Generational Planning, this is truely a full service firm for clients Wealth, Investment and Tax needsteg, reporting, & planning / strategy.

Our Tax Advisory department is in need of a Tax Manager with strong prep & review experience for Individual and Estate tax returns. Work life balance is important to us and this will be a different pace than your traditional CPA Firm. If this sounds like a fit, please read on!Top Reasons to Work with Us-Fantastic Work/Life Balance
- 401k Match
- Full Medical, Dental & Vision
- Kind and caring corporate culture from top to bottom
- Excellent career growth opportunityWhat You Will Be Doing- Prepare, review and manage tax returns, extensions, tax planning calculations, for all Individuals
- Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
-Prepare and review complex tax planning projections for individual and corporate estimated tax liability
-Manage and monitor client deliverables and due date
-Conduct complex tax research and prepare memorandum outlining findings and conclusions
-Respond to IRS and state agency audits, inquires, and tax notices
-Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
-Lead department in knowledge of software, processes, and workflowsWhat You Need for this Position- 4-10+ years minimum of relevant experience
- Experience in individual tax compliance, planning
- Tax research experience (RIA)
- Gift, estate, and trust return experience is needed
- Experience in partnership tax would be a plus
- Outgoing and friendly personality a team player
- Forward-thinking and always looking for ways to improve, learn, and grow
- Desire and ability to train, mentor/lead, and develop staffWhat's In It for YouWe offer competitive compensation and world class benefits and perks. Please inquire for more information!Tax Managers and Sr. Tax Managers specialized on the Individual / Estate side are encouraged to apply ASAP and / or you can send your resume to me directly at: Chuck.Cooke@CyberCoders.com