Are you a seasoned tax professional looking to make a significant impact?
Join our thriving CPA firm and become a key player in our client-centric focused practice.
We're seeking a dynamic and experienced Senior Manager or Director to lead our team and provide exceptional tax planning services to high-net-worth individuals.
Our client is located in the NW New York state area close to the Buffalo/Niagara Falls area. Our client is open to candidates in the local area, candidates open to relocating to the area, or for the right person, this could be a 100% remote role.
What you'll do:
- Develop and implement comprehensive tax planning strategies: Utilize your expertise to design tailored plans that align with clients' unique financial goals and objectives.
- Leverage trust instruments: Explore and recommend various trust structures to optimize wealth transfer and minimize tax liabilities.
- Navigate complex tax returns: Oversee the preparation of personal, fiduciary, estate, and gift tax returns, ensuring accuracy and compliance.
- Conduct in-depth tax research: Identify and resolve complex tax issues through meticulous research and analysis.
- Build strong client relationships: Cultivate lasting connections with clients, providing personalized advice and exceptional service.
What we're looking for:
- Proven experience: Minimum 10+ years of experience in tax planning, preferably within a CPA firm, advisory/consulting firm, wealth management firm, or law firm.
- Deep understanding of tax planning: Extensive knowledge of the US tax code and its applications in achieving client goals.
- Strong technical skills: Proficiency in reviewing personal, fiduciary, estate, and gift tax returns.
- Excellent communication skills: Ability to articulate complex concepts clearly and effectively to clients and team members.
- Leadership qualities: Proven ability to lead and mentor a team, fostering a collaborative and supportive work environment.
- CPA, JD, or EA: Professional certification is required.
Why choose us?
- Legacy of excellence: Join a reputable CPA firm with a three-plus decade history of success in the Northwest New York state area.
- People-first culture: Experience a supportive and collaborative work environment where your personal well-being is valued.
- Work-life balance: Enjoy a flexible work arrangement that allows you to maintain a healthy balance between your professional and personal life.
- Growth opportunities: Advance your career within a dynamic and growing firm.
Ready to make a difference? Apply today and become part of our talented team.
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