Sr. Tax Manager (Hybrid)
Teamshares
Dallas, TX, USA
Posted on Tuesday, August 1, 2023
MGR Accounting Recruiters, a Teamshares Network company, is searching for a Sr. Tax Manager for a client in Dallas, TX.
A leading wealth management firm, providing comprehensive financial solutions to high-net-worth individuals, families, and businesses is seeking an experienced Senior Tax Manager to join the team.
With a commitment to excellence and a client-centric approach, they strive to deliver the highest level of service and expertise in the industry.
Role Overview:
The Senior Tax Manager will play a crucial role in the firm's tax services department, responsible for overseeing and managing all aspects of tax planning, compliance, and advisory services for esteemed clientele. As a seasoned tax professional, you will collaborate closely with wealth management advisors, providing insightful tax strategies to optimize clients' financial positions and meet their unique wealth preservation and growth goals.
Responsibilities:
- Client Relationship Management
- Tax Planning and Strategy:
-Develop comprehensive tax planning strategies to minimize tax liabilities and maximize tax benefits for clients.
-Stay updated with changes in tax laws and regulations, proactively advising clients on tax-saving opportunities and potential risks.
- Tax Compliance:
-Oversee the preparation and review of complex individual, trust, and business tax returns to ensure accuracy and adherence to tax laws.
-Ensure timely filing of all required tax returns and assist clients in meeting tax deadlines.
- Team Leadership:
-Supervise and mentor a team of tax professionals, fostering a collaborative and growth-oriented work environment. -Conduct training sessions to enhance the team's technical skills and knowledge of tax laws and regulations.
- Client Advisory Services:
-Provide expert guidance on complex tax matters, estate planning, charitable giving, and other financial decisions to clients.
-Analyze and present tax implications for various financial transactions and investment strategies.
- Tax Audits and Resolution:
-Represent clients during tax audits, working with tax authorities to resolve any issues or disputes effectively.
-Offer guidance and support to clients in managing tax-related controversies or inquiries.
Qualifications:
-Bachelor's degree in Accounting, Finance, or a related field.
-Master's degree a plus.
-CPA license required.
-Proven experience of at least 8-10 years in tax planning, compliance, and advisory services within a wealth management or CPA firm.
-Strong knowledge of federal, state, and local tax laws and regulations.
-Excellent leadership and team management skills, with a track record of mentoring and developing tax professionals.
-Outstanding communication skills to interact with clients and articulate tax strategies clearly.
-Demonstrated ability to build and maintain strong client relationships.
-Adept at using tax software and financial tools to streamline tax processes.
-Become an integral part of a dynamic team committed to excellence in wealth management and tax advisory services.
Excellent benefits, Generous PTO, and flexible schedule hybrid schedule!
Benefits:
-401(k) matching
-Continuing education credits
-Dental insurance
-Flexible schedule
-Health, dental, vision insurance & Health savings account
-Life insurance-
-Opportunities for advancement
-Generous paid time off