Adams Brown Company Inc
High Net Worth - Manager - Tax
Adams Brown Company Inc, Overland Park, Kansas, United States, 66213
Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, closely held business, local government and high net worth families. In addition, we offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology and wealth management services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals.
Office locations include:
Kansas: Wichita, Overland Park, Manhattan, Hutchinson, McPherson, Hays, Great Bend, Colby, Larned
Arkansas: Little Rock, Jonesboro
Position Summary
The High Net Worth Tax Manager is a multi-disciplinary professional who has the technical ability to prepare and review income tax returns (1040,1041 1065, 1120S) while guiding and mentoring other staff. Experience with transfer tax returns (706 and 709) is a plus. This person demonstrates the ability to work well with others especially in the capacity to earn the confidence and respect of clients, principals, staff, and administrative support personnel. This person is passionate about providing clients a holistic approach to managing their wealth. This advisory role is client facing and a successful candidate will assist the client in navigating the complexities where income tax, estate tax and wealth management intersect utilizing their extensive experience and judgment to accomplish goals. A wide degree of creativity and latitude is expected.
This individual will work on the High Net Worth industry team.
FLSA Status:
Exempt
Requirements
Required Experience and Education
A current and valid CPA license is required. Must be a member in good standing with the American Institute of CPAs and respective state societies. 5-7 years' experience in public accounting or relevant position, demonstrating a progression in complexity, scope, and number of projects. Special consideration will be made to waive the requirement of the CPA license in lieu of comparable experience and demonstrated expertise.
Major Duties and Responsibilities
Lead the planning, scheduling and execution of tax engagementsManage tax deadlines, filing requirements, tax return complianceResponsible for maintaining tax records and preparing tax returns, related schedules, and reportsResponsible for supervising and reviewing the work of othersMaintains in depth knowledge of relevant topics related to taxation of high net worth clientsEnsures top quality client service through a cadence of in-person and virtual communicationsConsistently applies effective project management skills in order to plan and coordinate multiple engagementsParticipates in mentoring, training, recruiting, retention, and team-building activitiesComplies with all firm policies and proceduresRecognizes complex technical issues, reaches appropriate conclusions, and applies authority to support conclusionsMaintains accurate time and expense records to ensure proper billing of clientsAnticipates problem areas and questions that will arise during the course of a projectUses established network of business relationships to generate new sales opportunities for continued development of client baseDemonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and proceduresDemonstrates advanced technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skillsIncreasingly builds knowledge base on the firm's industry lines and service offeringsPerforms other duties as assignedDesired Skills, Abilities and Characteristics
Strong background in individual and trust taxation. Gift and estate a plusLeads by example exhibiting integrity, energy, enthusiasm, dedication, and commitment to excellent client service, firm reputation, and the one team conceptProfessional and forward-looking mindsetAbility to maintain confidentiality of firm and client informationEffectively communicates verbally as well as short-form, and long-form writingClient service orientedEffectively manage people with poise and professionalismPromotes the vision, missions, and core values of the firm and supports the one-firm conceptDemonstrates the ability to properly delegate and manage workload and train others on the proper delegation and management of workContinually strives to improve effectiveness through a mindset of lifelong learningAbility to apply principles of accounting to analyze and prepare financial informationExcellent organizational skillsAbility to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clientsStrong presentation skillsAbility to work well with others
Working Environment
Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. - 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. Click here to learn more about our benefits.
AdamsBrown, LLC. is an Equal Opportunity Employer
Office locations include:
Kansas: Wichita, Overland Park, Manhattan, Hutchinson, McPherson, Hays, Great Bend, Colby, Larned
Arkansas: Little Rock, Jonesboro
Position Summary
The High Net Worth Tax Manager is a multi-disciplinary professional who has the technical ability to prepare and review income tax returns (1040,1041 1065, 1120S) while guiding and mentoring other staff. Experience with transfer tax returns (706 and 709) is a plus. This person demonstrates the ability to work well with others especially in the capacity to earn the confidence and respect of clients, principals, staff, and administrative support personnel. This person is passionate about providing clients a holistic approach to managing their wealth. This advisory role is client facing and a successful candidate will assist the client in navigating the complexities where income tax, estate tax and wealth management intersect utilizing their extensive experience and judgment to accomplish goals. A wide degree of creativity and latitude is expected.
This individual will work on the High Net Worth industry team.
FLSA Status:
Exempt
Requirements
Required Experience and Education
A current and valid CPA license is required. Must be a member in good standing with the American Institute of CPAs and respective state societies. 5-7 years' experience in public accounting or relevant position, demonstrating a progression in complexity, scope, and number of projects. Special consideration will be made to waive the requirement of the CPA license in lieu of comparable experience and demonstrated expertise.
Major Duties and Responsibilities
Lead the planning, scheduling and execution of tax engagementsManage tax deadlines, filing requirements, tax return complianceResponsible for maintaining tax records and preparing tax returns, related schedules, and reportsResponsible for supervising and reviewing the work of othersMaintains in depth knowledge of relevant topics related to taxation of high net worth clientsEnsures top quality client service through a cadence of in-person and virtual communicationsConsistently applies effective project management skills in order to plan and coordinate multiple engagementsParticipates in mentoring, training, recruiting, retention, and team-building activitiesComplies with all firm policies and proceduresRecognizes complex technical issues, reaches appropriate conclusions, and applies authority to support conclusionsMaintains accurate time and expense records to ensure proper billing of clientsAnticipates problem areas and questions that will arise during the course of a projectUses established network of business relationships to generate new sales opportunities for continued development of client baseDemonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and proceduresDemonstrates advanced technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skillsIncreasingly builds knowledge base on the firm's industry lines and service offeringsPerforms other duties as assignedDesired Skills, Abilities and Characteristics
Strong background in individual and trust taxation. Gift and estate a plusLeads by example exhibiting integrity, energy, enthusiasm, dedication, and commitment to excellent client service, firm reputation, and the one team conceptProfessional and forward-looking mindsetAbility to maintain confidentiality of firm and client informationEffectively communicates verbally as well as short-form, and long-form writingClient service orientedEffectively manage people with poise and professionalismPromotes the vision, missions, and core values of the firm and supports the one-firm conceptDemonstrates the ability to properly delegate and manage workload and train others on the proper delegation and management of workContinually strives to improve effectiveness through a mindset of lifelong learningAbility to apply principles of accounting to analyze and prepare financial informationExcellent organizational skillsAbility to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clientsStrong presentation skillsAbility to work well with others
Working Environment
Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. - 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. Click here to learn more about our benefits.
AdamsBrown, LLC. is an Equal Opportunity Employer