Tax Manger (HNW/ Estates & Trusts) - Richmond, VA (Work from Home Possible)
Our client is a 150 staff CPA firm in the city of Richmond, VA. They have a heavy focus on working with high net worth individuals and their privately held companies and pride themselves on offering their clients high level advisory services and a bespoke approach at all times.
Due to recent growth in their Family, Executive, & Entrepreneur Advisory group, they are seeking a dynamic and client service-oriented individual to join their practice as a Tax Manager specializing in high net worth individuals. Qualified candidates will also have experience with trust and/or estate tax matters.
You will serve as liaison among senior managers, partners, clients, and staff. Handle all phases of tax engagements for high net worth individuals. You will possess strong technical skills in accounting and tax preparation (individual taxation, multi-state taxation, trust and/or estate)
You will have a 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.
You will participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others.
To be considered for this opportunity you will hold an active CPA license, at least five years of experience in public accounting, tax consulting, or other related experience. You will need to have an ability to develop relationships with current and potential clients.
This role comes with the option to work from home for the majority of time although at least 5 trips a year will need to be made to Richamond, VA to meet with clients, colleagues and training.
Recommended Jobs
Cost Control and Compliance PM, Acquisition & Construction-Var
We are seeking a Global Cost Control and Compliance Program Manager to oversee and optimize our organization's financial compliance and reporting on a global scale. In this role, you will be responsibl…
Diabetes Patient Navigator
The Patient Navigator (PN) will provide essential services to patients, caregivers, & healthcare providers, ensuring seamless access to our client’s product, support, & resources. They are responsibl…
Full Time Muslim Rotational French Speaking Nanny
Full Time Muslim Rotational French Speaking Nanny A family in Boca Raton, FL is seeking an educated, dedicated, experienced, a muslim rotational French-speaking nanny to care for two children, age…
Senior Mechanical Engineer Nuclear
Senior Mechancial Engineer Westinghouse Electric Company Rock Hill, SC Are you interested in being part of an innovative team that supports Westinghouse's mission to provide clean energy solut…
Senior devops engineer / cloud
Senior DevOps Engineer (AI/Cloud Modernization) Fully Remote Job Type Full-time Description Overview Tanaq Technical Services (TTS), a division of St. George Tanaq (SGT)…
Lawn Care Fertilizer Technician
Benefits: Competitive salary Dental insurance Free uniforms Health insurance Paid time off Competitive Pay plus Commission Full time and Part time opportunities available Lawn…
Intern - Field Service Representative
Company Description Veolia is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Ve…
CNA
Embassy of Tunkhannock is currently hiring PRN, full-time and part-time CNAs to join their team of professionals! Think Embassy! Think Tunkhannock! Are you looking for a small family orientated fa…
Industrial Analyst
Reference #: REQ455668 JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services,…
Senior Customer Service Representative
Join an award-winning company! Who are we? Since 1967, Toll Brothers has been building luxury homes and communities in the best locations in the U.S. Today, we’re a Fortune 500 company operatin…