Senior Tax Manager - High Net-Worth Individuals Job at Hughes Pittman & Gupton, LLP
If you seek an environment where your employer proactively works with you to find a balanced life considering joining the team at Hughes Pittman & Gupton, LLP (HPG). Our core values are based on listening to understand how you define success in your career, success in your personal life and success in your community.
We define these values with REACH: Respect for relationships and results, Excellence, A balanced life, Client Satisfaction, and Honesty and integrity, enables us to develop strong, successful client relationships through the retention of talented, experienced, entrepreneurial professionals.
If you seek an alternative work environment, one centered on understanding your aspirations, allow us an opportunity to show how HPG can serve you!
About HPG: Approaching our 40th year in business, HPG has grown to become one of the largest accounting and advisory firms in the Raleigh-Durham Research Triangle region. HPG was recently recognized nationally as a 2021 Best of the Best Firm and also a Top 200 Firm by Inside Public Accounting. The Firm delivers value by leveraging local, national, and global resources.
Our Tax Practice: Our tax practitioners bring a vast array of experience gained from serving regional, national and multi-national clients. Our multi-discipline team possesses expansive knowledge across all aspects of tax consulting, tax planning & tax compliance. Working in teams, we collaborate to help our clients navigate the ever-evolving tax landscape to reach their objectives. Our team continues to innovate our service model to remained attuned to our clients’ needs, goals & objectives.
Our Opportunity: HPG is seeking a Senior Tax Manager to lead our High Net-Worth Individual (HNWI) practice. In this role, you will collaborate with a team of advisors, with varying disciplines, to benefit the Firm’s clients. The HNWI Senior Tax Manager works closely with partners, directors, managers and staff to plan, supervise, review and complete client engagements. In this role, you will cultivate client relationships by listening to understand their goals and providing proactive, tax planning strategies. You will also serve as a key contact for designated clients. In addition, you will have the opportunity to collaborate with our Director of Practice Growth to examine growth strategies to attract new clients.
Your Responsibilities:
· Provide holistic, comprehensive & complex tax planning to facilitate the financial goals of high net-worth individuals
· Integrate lifetime tax and financial planning strategies thru an array of different strategies
· Serve as a trusted advisor by providing seamless service alongside multidiscipline teams
· Proactively research & recommend solutions to complex technical issues
· Manage overall service delivery & engagement performance
· Recruit, develop & guide new team members in the HNWI practice
· Provide compliance, planning and strategies for trusts and estates, gifting, credit shelter and insurance trusts, and tax preparation for fiduciary and gift income tax
· Help establish goals for junior team members to facilitate their career growth & advancement
· Foster an environment of inclusivity where team members are encouraged to contribute ideas to develop & grow the HNWI practice
· Cultivate business networks by identifying channels and cultivating relationships with the channel keepers
· Promote REACH within the HNWI team
Our Benefits:
· Competitive Base Salary
· Performance-based Bonuses
· Medical, dental, vision, life, and disability insurance
· 401(k) plan including firm contributions with no vesting period
· Paid time off including 4 weeks of vacation and sick leave in the form of a paid time-off bank, 9 paid holidays, paid volunteer time and paid parental leave
· Continuing Professional Education
· Paid professional memberships
National Resources: HPG is an independently owned and operated member firm of CPAmerica, Inc., one of the largest associations of CPA firms in the United States. Through our affiliation, we have instant access to the expertise and resources of more than 4,000 professionals and more than 700 partners. HPG offers clients unique access to national and international markets through our membership in CPAmerica, an association of independent accounting firms that maintains the highest practice standards.
Global Resources: CPAmerica is a member of Crowe Global, providing our firm access to the eighth largest accounting network in the world, with over 200 independent accounting and advisory firms in more than 130 countries.
Please follow us:
Website: www.hpg.com
LinkedIn: https://linkedin.com/company/hughes-pittman-&-gupton-llp
Instagram: https://www.instagram.com/hpgheartbeats/
Twitter: https://twitter.com/HPGcpas
Job Type: Full-time
Pay: From $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Work from home
Schedule:
- Monday to Friday
Experience:
- Tax experience: 7 years (Preferred)
License/Certification:
- CPA (Preferred)
Work Location: Remote
Please Note :
www.bankofmontserrat.ms is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, www.bankofmontserrat.ms provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.