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Tax Manager - High Net Worth

  • Holmdel, NJ, United States
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Original job description

Tax Manager - High Net Worth

Location: Holmdel, NJ (other firm offices considered)

Overview

A nationally ranked accounting, tax and advisory firm is seeking a High Net Worth Tax Manager. Holmdel, New Jersey is among the listed offices (other New Jersey and California offices also considered). The role serves high-net-worth clients with compliance, planning and research.

Responsibilities

  • Serve high-net-worth individuals and related entities with tax compliance and consulting
  • Research and draft memoranda on complex tax matters
  • Identify and implement tax planning opportunities
  • Manage multiple engagements and meet client deadlines
  • Conduct constructive evaluation discussions and counsel team members
  • Serve as an instructor or discussion leader in professional development programs
  • Collaborate with partners on client service and practice growth

Qualifications

  • Bachelor's degree in accounting
  • CPA or equivalent credential preferred
  • Several years of progressive public accounting tax experience
  • High-net-worth / private client experience preferred
  • Strong mentoring and client advisory skills

If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.

More about this job

Skills

  • Regulatory compliance
  • Research
  • CPA
  • Coaching

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