Tax Senior Manager, High Net Worth — Flexible Leadership

Plante-Moran; Wakefield (MA); Hybride; USD 135 000 - 185 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision insurance

Flexible Time Off

401(k) plan

Discretionary bonus plan

Résumé du poste

Plante-Moran, located in Wakefield, MA, is seeking an experienced wealth management professional with a strong tax compliance background. The candidate will manage client relationships and advisory teams, ensure accuracy of tax returns, and engage in estate planning. Required qualifications include a Bachelor's in accounting or finance and CPA or Bar License, along with over 10 years of experience. A robust benefits package and competitive salary range of $135,000-$185,000 is offered.

Qualifications

• Minimum 10+ years of tax compliance experience, preferably in public accounting.
• Strong knowledge of high net worth individuals and respective tax complexities.
• Demonstrated leadership skills and client management experience.

Responsabilités

• Manage client and advisory team to optimize wealth management goals.
• Review and sign tax returns ensuring accuracy and identification of opportunities.
• Involve in estate planning and wealth transfer projects.
• Supervise and train assigned staff and interns on engagements.
• Ensure project deadlines for client delivery and filings are met.

Connaissances

Tax compliance experience

Fiduciary and estate tax planning

Leadership skills

Client relationship management

Formation

Bachelor's degree in accounting or finance

CPA or Bar License

Description du poste

Plante-Moran, located in Wakefield, MA, is seeking an experienced wealth management professional with a strong tax compliance background. The candidate will manage client relationships and advisory teams, ensure accuracy of tax returns, and engage in estate planning. Required qualifications include a Bachelor's in accounting or finance and CPA or Bar License, along with over 10 years of experience. A robust benefits package and competitive salary range of $135,000-$185,000 is offered.