AdamsBrown, LLC
High Net Worth - Manager - Tax
AdamsBrown, LLC, 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
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 engagements
Manage tax deadlines, filing requirements, tax return compliance
Responsible for maintaining tax records and preparing tax returns, related schedules, and reports
Responsible for supervising and reviewing the work of others
Maintains in depth knowledge of relevant topics related to taxation of high net worth clients
Ensures top quality client service through a cadence of in-person and virtual communications
Consistently applies effective project management skills in order to plan and coordinate multiple engagements
Participates in mentoring, training, recruiting, retention, and team-building activities
Complies with all firm policies and procedures
Recognizes complex technical issues, reaches appropriate conclusions, and applies authority to support conclusions
Maintains accurate time and expense records to ensure proper billing of clients
Anticipates problem areas and questions that will arise during the course of a project
Uses established network of business relationships to generate new sales opportunities for continued development of client base
Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
Demonstrates advanced technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skills
Increasingly builds knowledge base on the firm’s industry lines and service offerings
Performs other duties as assigned
Desired Skills, Abilities and Characteristics
Strong background in individual and trust taxation. Gift and estate a plus
Leads by example exhibiting integrity, energy, enthusiasm, dedication, and commitment to excellent client service, firm reputation, and the one team concept
Professional and forward-looking mindset
Ability to maintain confidentiality of firm and client information
Effectively communicates verbally as well as short-form, and long-form writing
Client service oriented
Effectively manage people with poise and professionalism
Promotes the vision, missions, and core values of the firm and supports the one-firm concept
Demonstrates the ability to properly delegate and manage workload and train others on the proper delegation and management of work
Continually strives to improve effectiveness through a mindset of lifelong learning
Ability to apply principles of accounting to analyze and prepare financial information
Excellent organizational skills
Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients
Strong presentation skills
Ability 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.
AdamsBrown, LLC. is an Equal Opportunity Employer
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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
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 engagements
Manage tax deadlines, filing requirements, tax return compliance
Responsible for maintaining tax records and preparing tax returns, related schedules, and reports
Responsible for supervising and reviewing the work of others
Maintains in depth knowledge of relevant topics related to taxation of high net worth clients
Ensures top quality client service through a cadence of in-person and virtual communications
Consistently applies effective project management skills in order to plan and coordinate multiple engagements
Participates in mentoring, training, recruiting, retention, and team-building activities
Complies with all firm policies and procedures
Recognizes complex technical issues, reaches appropriate conclusions, and applies authority to support conclusions
Maintains accurate time and expense records to ensure proper billing of clients
Anticipates problem areas and questions that will arise during the course of a project
Uses established network of business relationships to generate new sales opportunities for continued development of client base
Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
Demonstrates advanced technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skills
Increasingly builds knowledge base on the firm’s industry lines and service offerings
Performs other duties as assigned
Desired Skills, Abilities and Characteristics
Strong background in individual and trust taxation. Gift and estate a plus
Leads by example exhibiting integrity, energy, enthusiasm, dedication, and commitment to excellent client service, firm reputation, and the one team concept
Professional and forward-looking mindset
Ability to maintain confidentiality of firm and client information
Effectively communicates verbally as well as short-form, and long-form writing
Client service oriented
Effectively manage people with poise and professionalism
Promotes the vision, missions, and core values of the firm and supports the one-firm concept
Demonstrates the ability to properly delegate and manage workload and train others on the proper delegation and management of work
Continually strives to improve effectiveness through a mindset of lifelong learning
Ability to apply principles of accounting to analyze and prepare financial information
Excellent organizational skills
Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients
Strong presentation skills
Ability 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.
AdamsBrown, LLC. is an Equal Opportunity Employer
#J-18808-Ljbffr