Senior Tax Manager / Tax Partner - HWNI / Private Client Services - Regal Executive Search

Senior Tax Manager / Tax Partner - HNWI / Private Client Services

 

Job description

 

Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.


The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift and foundation tax. The individual should have strong research and technical skills.
 

Responsibilities
 

Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes

Get involved with tax controversies and advise and counsel clients

Interact with senior partners in planning for the firm

Interact with clients throughout the year to ensure a steady relationship between the client and the firm

 

Requirements
 

At least 15 years of experience

Public accounting with HNWI (high net worth individual) experience

Well-versed in high net worth individual, trust, estate, gift and foundation tax

Strong research and technical skills

CPA & MBA preferred

Software skills in Excel