US Taxation Role - Private Wealth Tax

US Tax (1040 HNI)

The Opportunity:

- We're seeking a talented and experienced US Private Wealth Tax Manager to join our growing team! In this pivotal role, you'll play a key role in providing comprehensive tax services to high-net-worth individuals (HNWIs).

- You'll leverage your in-depth tax knowledge and strong interpersonal skills to prepare complex returns, identify tax planning opportunities, and develop tailored strategies to help clients achieve their financial goals.

Key Responsibilities:

Tax Compliance & Planning:

- Prepare and review complex US tax returns for HNWIs, including Form 1040, trust, estate, and gift tax returns for them and their closely held businesses.

- Conduct thorough tax research on industry trends and government developments to stay abreast of the latest wealth planning strategies.

- Proactively identify tax-saving opportunities throughout the year and develop comprehensive tax plans aligned with client needs and goals.

Client Service & Relationship Management:

- Build strong and trusting relationships with HNWIs, providing clear communication and expert tax guidance.

- Partner with clients to understand their unique financial situations and objectives.

- Demonstrate a commitment to exceptional client service, exceeding expectations at every touchpoint.

Teamwork & Development:

- Collaborate effectively with internal teams (Accounting, Wealth Management) to ensure seamless client service.

- Share knowledge and expertise by mentoring junior team members, fostering a supportive and growth-oriented environment.

Innovation & Efficiency:

- Continuously seek opportunities to improve service delivery and develop new capabilities that meet evolving client needs in the HNW space.

- Utilize technology effectively, leveraging tax software (GoSystem, CCH Axcess, etc. ) to enhance efficiency and accuracy.

Qualifications:

- Bachelor's or Master's degree in Accounting, Tax, Finance, or a related field.

- Certified Public Accountant (US) or qualified Chartered Accountant (preferred).

- Minimum of 3+ years of experience in public accounting, specifically focused on high-net-worth individuals and their tax needs.

- In-depth understanding of US tax laws and regulations applicable to HNWIs, trusts, estates, and gift taxes.

- Strong analytical and problem-solving skills with the ability to identify and implement strategic tax solutions.

- Excellent communication, interpersonal, and relationship-building skills.

- Proficiency in Microsoft Office Suite and tax preparation software (e. , GoSystem, CCH Axcess).

- Adaptable and comfortable working in a fast-paced environment with evolving technology