Role: Tax Manager - High Net Worth Estate Trust
Type; Fulltime
Location: Long Island City, NY
We are seeking a dedicated and experienced Tax Manager to join our team, focusing on providing exceptional tax services to high net worth individuals and working with estates and trusts. The ideal candidate will have a strong background in public accounting, a deep understanding of tax regulations, and the ability to develop tailored strategies to meet the unique financial needs of our clients.
Key Responsibilities:
- Client Management: Develop and maintain relationships with high net worth individuals, understanding their financial situations and tax planning needs.
- Tax Compliance: Oversee the preparation and review of complex individual tax returns, ensuring compliance with federal, state, and local tax regulations.
- Tax Planning: Create and implement strategic tax plans that align with clients' financial goals, including estate and gift tax planning, income tax minimization, and investment tax strategies.
- Research & Analysis: Stay current with tax laws and regulations, conducting research to identify implications and opportunities for clients.
- Team Leadership: Mentor and guide junior staff in tax preparation and planning processes, fostering a collaborative and high-performance team environment.
- Client Education: Communicate tax strategies and changes effectively to clients, ensuring they understand the implications and benefits of proposed actions.
- Business Development: Participate in business development activities, including networking and client presentations, to expand the firm’s presence in the high net worth market.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field; CPA or equivalent certification required.
- Minimum of 5 years of experience in public accounting, with a focus on high net worth individuals.
- Strong knowledge of federal and state tax laws, regulations, and compliance requirements.
- Excellent analytical, problem-solving, and organizational skills.
- Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients.
- Proficiency in tax software and Microsoft Office Suite.
Skills and Certifications [bold indicates required]
- CPA
What We Do
Haramain Systems Inc. is the hardest working Software Development, staffing & Consulting firm
We do what we know is right for consultants and companies, creating a unique and powerful recruiting and talent experience. We don’t just say we’re hard working. We are.
We don’t just invest in great people, we invest in people with guts, who don’t stand alone with integrity, but together as one united front. Our core is a powerhouse that can’t be described but should be experienced.
Through its extensive network of IT professionals, Haramain Systems is able to quickly identify the right people at the right time. The Company differentiates itself by focusing on long-term client and candidate relationships, paying close attention to the dynamic changes in the industry and by fully understanding the needs of each individual client. Haramain Systems is your personalized link to the highest-quality IT professionals available in this rapidly evolving industry.
Haramain Systems provides expertise in the following areas:
Infrastructure
Architecture
Application Development
Database
Information Security
Information Architecture
Web Services
Business Intelligence
PMO – Project Management
Business Analysis
Project Teams
Partner Programs
ERP
Haramain Systems specializes in the following industries:
Financial Services
Telecommunications
Health Care Services
Information Security
Manufacturing
Advantages offered by Haramain Systems include:
National search and consulting services
Exceptional client and candidate support
Background checking
Technical skills testing
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