Tax and Accounting Manager (HNW, Professional Athletes, Midsize Businesses)
Position Summary: We are seeking a highly skilled and experienced Tax and Accounting Manager to oversee and manage financial services for high-net-worth individuals (HNW), professional athletes, and midsize businesses. This role requires a strong background in tax planning, compliance, accounting, and business management. The successful candidate will be responsible for delivering comprehensive tax strategies, financial reporting, and advisory services to ensure optimal financial outcomes for clients.
Key Responsibilities:
- Tax Planning & Compliance: Develop and implement tax strategies tailored to HNW individuals, professional athletes, and midsize businesses. Prepare and review individual and corporate tax returns, ensuring compliance with federal, state, and local regulations.
- Accounting & Financial Management: Oversee day-to-day accounting functions, including financial statement preparation, budgeting, forecasting, and cash flow management for clients.
- Business Advisory Services: Provide strategic advice on business growth, operational efficiency, mergers, acquisitions, and financial structuring to midsize businesses.
- Client Relationship Management: Build and maintain strong relationships with clients, providing personalized tax and accounting solutions to meet their unique financial goals and needs.
- Tax Research & Reporting: Stay up to date with tax laws, regulations, and industry trends. Conduct research to identify tax-saving opportunities and assist clients with audits or IRS inquiries when needed.
- Team Leadership: Supervise junior accountants and tax associates, providing guidance and mentorship to ensure high-quality service delivery.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field (CPA preferred)
- Minimum of 5 years of experience in tax and accounting, with a focus on HNW individuals, professional athletes, and/or midsize businesses
- Strong knowledge of tax codes, accounting principles, and financial regulations
- Exceptional communication and interpersonal skills, with the ability to advise and interact effectively with clients
- Detail-oriented, organized, and able to manage multiple client accounts simultaneously
Preferred Skills:
- Experience with wealth management, estate planning, and asset protection strategies
- Familiarity with accounting software and tax preparation tools