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BestLogic Staffing

Tax Manager - Family Wealth Management (TOP 100 CPA firm)

Posted on Classifieds for MySpace - Over 4 weeks ago

Company:: Bestlogic Staffing

Location:: Richmond, VA

Features & Description

Tax Manager - Family Wealth Management (TOP 100 CPA firm)
Salary: 90-100K Location: McLean, VA

Must have current public accounting experience, CPA required

The Family Wealth Management (FWM) Group works exclusively with high net worth individuals to provide comprehensive tax, estate planning and other vital consulting services.

Responsibilities: As a FWM Tax Manager, you will have the opportunity to make an impact by:

Understanding the technical issues and possessing the skills necessary to review complex individual related tax returns, including Forms 1040, 1041, 709 & 990-PF
Understanding the technical issues and possessing the skills necessary to review basic business tax returns, including Forms 1065 and 1120S
Reviewing projects and returns prepared by Tax Staff and Seniors
Preparing invoices, following up on receivables and developing budgets
Performing research and preparing consulting projects
Communicating directly with clients and their advisors by phone email or in person, and serving as the primary point of contact
Attending client meetings alone or with a supervisor
Identifying tax planning & consulting opportunities, including coordination with client's other advisors
Proactively communicating with supervisors on status of projects and assistance needed
Handling administrative responsibilities including billing, interviewing candidates, participating in training as an attendee and as a leader

Knowledge, Skills & Abilities Strong understanding of generally accepted accounting principles (GAAP) and auditing standards
Understanding of a broad range of accounting issues including those involving higher levels of judgment such as: priority for income taxes, revenue recognition, subsequent events, contingencies and industry specific procedures
Experience with Prosystems and BNA Tax planner preferred
Knowledge of accounting, tax, audit and related business trends
Ability to review and provide feedback on work prepared by Tax Staff and Seniors in a professional manner
Ability to gather, organize and summarize information efficiently and effectively
Ability to adhere to given budgets and time deadlines
Ability to work in a deadline-driven environment
Proficient in MS Word, Excel, PowerPoint and the Internet
Manages own time and the time of others
Motivates, develops and directs people as they work
Demonstrates excellent verbal and written communication skills
Applies principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Demonstrates strong organizational skills and attention to detail
Interviews, trains and orients staff

Educational & Experience Requirements Bachelors degree in Accounting or related field
Active Certificate in Public Accounting (CPA) or Juris Doctorate (JD) required
Minimum four years experience; preferably relevant U.S. public accounting experience
Experience working with high net worth individuals preferred
Minimum two years of management experience

Bonus Structure Our compensation and benefits package includes competitive salaries, comprehensive medical plans, dental coverage, vision coverage, FSAs, 410k plan with matching and profit sharing, annual bonuses, CPA bonuses, firm-paid association memberships, free on-site CPE courses, tuition reimbursement, free parking, free gym membership, retail discounts, 5 weeks for paid time off, flexible work schedules, mentor and buddy programs, and bi-annual reviews where you are considered for promotion opportunities. It is our goal for all employees to have a genuine work-life balance and career development!

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