dhjj
Manager - High Net Worth Tax Practice
Naperville, Illinois
Sponsorship not specifiedDetected 20 days ago
AccountingExcelTaxResearchCommunicationMentoringOrganizational Skills
About the role
- This includes investment partnerships, real estate investment partnerships, individuals who receive complex 1099s, and complex hedge fund K-1s.
- Apply technical expertise to detail review complex tax returns, projections, workpapers, tax research and other requested deliverables.
Responsibilities
- Lead and manage tax compliance engagements in accordance with firm and professional standards.
- Communicate proactively with clients and engagement partners regarding project status, client service opportunities and other significant matters in a timely manner.
- Build and maintain strong relationships with clients, understand their needs and provide exceptional client service.
- Manage assignment budgets, anticipate and communicate budget issues, identify opportunities to improve assignment profitability, prepare billings, and assist in cash collections.
- Provide Associates and Seniors with guidance, coaching, and support in career development and area of specialty.
- Apply new approaches to proposal development and effectively manage resources contributing to proposal initiatives.
Requirements
- You are a licensed CPA with deep knowledge of tax strategies and at least 5 years of experience with clients who have complicated investment portfolios.
- You also have a deep interest in assisting clients with family wealth structuring and experience with trust tax filings.
- You are looking to advance to a principal and help grow your firm.
- Bachelor's degree in accounting.
- Minium of 5 years of experience in a tax role with a focus on high-net-worth individuals, preferably in a public accounting firm.
- Ability to articulate complex tax matters to others.
- Ability to work effectively in a demanding, fast-paced and complex environment.
- Advanced proficiency in Microsoft Excel, including the ability to develop and maintain complex workpapers, summaries, and analytical reports used in tax return preparation.
- Strong understanding of accounting principles with the ability to prepare and review adjusting journal entries and analyze how these adjustments impact clients' tax positions and financial statements.
- CPA required.
- Strong organizational and management skills.
- Excellent written, oral communication and documentation skills.
Skills
- Proficiency in CCH Axcess Tax and ProFx Engagement preferred.
- Strong technical expertise in reviewing complex Form 1099s.
- Strong technical expertise in reviewing complex hedge fund and private equity Schedule K-1s.
- Commitment to delivering exceptional client service.
- In-depth knowledge of tax accounting, tax law, tax planning, tax advisory and tax compliance.
- Strong analytical skills with the ability to interpret complex tax legislation and provide practical advice to clients.
- Excellent management, team building and organizational skills
- Successful management of multiple responsibilities in the face of competing priorities.
- Strong sense of ownership and personal accountability.
- Produce high-quality work under deadlines.
- Particular attention to detail.
This listing is sourced directly from dhjj's careers page and normalized into a canonical job model.