Tax Senior Manager, Private Client Group

Phaxis; Boca Raton (FL); On-site; USD 160,000 - 220,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

401(k) Plan

Job summary

An established industry player is seeking a Tax Senior Manager to join their dynamic team. This role focuses on fiduciary taxation and estate planning for high-net-worth clients, requiring exceptional leadership and communication skills. You will manage a team, provide strategic guidance, and ensure compliance with tax laws while fostering strong client relationships. The firm offers a competitive salary and a collaborative environment, making it an exciting opportunity for professionals looking to make a significant impact in wealth management.

Qualifications

• 8+ years of experience in high-net-worth tax and estate planning.
• Strong knowledge of trust and estate laws and regulations.

Responsibilities

• Serve as the primary contact for clients on tax planning and compliance.
• Develop and implement estate planning strategies to minimize tax liabilities.

Skills

Fiduciary Taxation

Estate Planning

Client Relationship Management

Tax Law Compliance

Leadership

Communication

Education

Bachelor's Degree in Law, Accounting, or Finance

Juris Doctor (JD)

Certified Public Accountant (CPA)

Job description

Tax Senior Manager, Private Client Group

Tax Senior Manager, Private Client Group

4 days ago Be among the first 25 applicants

This range is provided by Phaxis. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$160,000.00/yr - $220,000.00/yr

Direct message the job poster from Phaxis

A New York City based CPA and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries is hiring for several tax and audit positions. The firm offers a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

We are seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client’s other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.

RESPONSIBILITIES:

• Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.
• Build and maintain strong relationships with high-net-worth clients and their families.
• Understand clients' financial goals, objectives, and family dynamics.
• Provide expert advice on trust and estate planning strategies tailored to individual client needs.
• Provide guidance, training, and support to team members.
• Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family’s goals.
• Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives.
• Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents.
• Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
• Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors.
• Stay updated on changes in tax laws and advise clients on tax-efficient strategies.
• Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients.
• Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs.
• Work with legal counsel to resolve disputes and challenges related to trusts and estates.

QUALIFICATIONS:

Education:

• Bachelor’s degree in law, accounting, finance, or related field.
• A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is preferred.

Experience:

• 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients.
• Strong knowledge of trust and estate laws, tax laws, and regulations.
• Excellent leadership and team management skills.
• Exceptional communication and interpersonal skills for building and maintaining client relationships.
• Detail-oriented with a high level of accuracy in work.
• Ability to analyze complex financial situations and develop customized solutions.
• Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.

Compensation:

• Competitive annual salary in the range of $160,000 to $220,000 based on individual’s experience level.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Other

• Industries

  Accounting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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