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Tax Manager - High Net Worth Individual
Tax Manager - High Net Worth IndividualfirstPRO, Inc • Newton, MA, United States
Tax Manager - High Net Worth Individual

Tax Manager - High Net Worth Individual

firstPRO, Inc • Newton, MA, United States
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1 day ago Be among the first 25 applicants

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

Base pay range

$130,000.00 / yr - $160,000.00 / yr

Additional compensation types

Annual Bonus

Direct message the job poster from firstPRO, Inc

We are seeking a highly motivated individual to join our well established and growing practice.

The firm provides tax and consulting services to high net worth individuals and their families, closely held businesses, business owners and entrepreneurs and nonprofit organizations. We are dedicated to providing outstanding service to our clients.

Job Responsibilities :

  • Preparation of complex individual, partnership, fiduciary and corporate returns
  • Review of individual, partnership, fiduciary and corporate returns
  • Tax planning for high net worth individuals and closely held businesses
  • Research tax issues and formulate clear and concise conclusions
  • Provide innovative tax planning
  • Build relationships and interact with clients to provide excellent planning, consulting and expertise
  • Coordinate and manage engagements with staff members
  • Communication with other managers and / or partners regarding engagements
  • Actively participate in continuing education and professional growth activities
  • Contribute to and foster a positive work environment

Job Qualifications

  • Strong knowledge of federal and state taxation
  • Bachelor’s degree in Accounting and CPA required
  • 6+ years of experience in a tax consulting / CPA firm
  • Proficient with Microsoft Office, Quickbooks and experience with CCH ProSystem fx preferred
  • Analytical, technical tax and accounting skills
  • Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Accounting / Auditing and Finance

    Industries

    Professional Services

    Referrals increase your chances of interviewing at firstPRO, Inc by 2x

    Inferred from the description for this job

    Medical insurance

    Vision insurance

    401(k)

    Tuition assistance

    Disability insurance

    Student loan assistance

    Paid paternity leave

    Child care support

    Paid maternity leave

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    Tax Manager • Newton, MA, United States

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