Wealth Tax Services Manager — Lead & Mentor

Regal Executive Search; Milwaukee (WI); Sur place; USD 80 000 - 120 000; Plein temps

Résumé du poste

A leading firm in tax services is searching for a Tax Manager to oversee the administration of U.S. income, gift, and estate tax services. This key position involves client relationships and mentoring team members, requiring a Bachelor's degree and CPA with several years of experience. The role promises growth in a collaborative environment as well as the opportunity to lead and manage complex tax projects.

Qualifications

• 5-7 years of progressive tax compliance or consulting experience.
• Tax return review and public accounting experience required.
• Strong computer skills and ability to work additional hours.

Responsabilités

• Prepare and review various tax returns and projections.
• Supervise, evaluate, and mentor department members.
• Manage project responsibilities and client interactions.

Connaissances

Client service

Communication

Leadership

Organization

Formation

Bachelor's degree in accounting, finance, or business

CPA

Master’s in Taxation / LLM in Taxation / JD

Outils

GoSystem Tax RS

Planner CS

RIA Checkpoint

UltraTax CS

Microsoft Office Suite

Description du poste

A leading firm in tax services is searching for a Tax Manager to oversee the administration of U.S. income, gift, and estate tax services. This key position involves client relationships and mentoring team members, requiring a Bachelor's degree and CPA with several years of experience. The role promises growth in a collaborative environment as well as the opportunity to lead and manage complex tax projects.