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Tax Manager
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Full-time
- Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts and ESBTs, small investment partnerships, and private foundations for clients of the multi-family office and trust company.
- Prepare and analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.
- Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills.
- Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable.
- as it relates to clients; communicates updates to tax director and tax team.
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