KSM (Katz, Sapper & Miller)
Tax Manager – High Net Worth
KSM (Katz, Sapper & Miller), Indianapolis, Indiana, us, 46262
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things.Our firm is rooted in entrepreneurialism and committed to excellence – for our employees, our clients, and our communities. At KSM, you’ll be empowered to hone your skills and develop your interests. You’ll feel valued and cared for – and challenged – in a fun, collegial environment where you’re appreciated as an individual with singular talents. And you’ll be rewarded for growing, leading, and innovating. Because our vision for you is that you come to work every day and do your very best work. To be there for your teammates. To best serve our clients. And to realize your full potential as a professional – and as a person.Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.Position Summary:
Seeking Tax Manager to focus on our High Net Worth clients. The HNW Tax Manager will work closely with partners, as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements.Responsibilities:
Provide tax compliance and advisory services to High-Net-Worth Individuals, multi-state fillings, and complex tax mattersOversees planning and scheduling of engagementsResearch complex tax issuesEnsures quality of work productMonitors work-flowCoaches/mentors individual team membersProvides formal and informal feedbackCommunicates progress to partnersDevelops and maintains strong client relationships with client personnel and prospective clientsWorks closely with clients to advise on income tax issues and related tax planningInvestment partnership knowledge a plusRequirements/Qualifications:
Undergraduate degree in accounting; Master's in Tax a plusCPA certificate strongly preferredMinimum 5 years of tax experience required with a strong technical background in high-net-worth individual taxationStrong organizational and management skillsExcellent written, oral communication and documentation skillsAbility to articulate complex tax matters in "business" languageAbility to integrate and team with othersAbility to work effectively in a demanding, fast-paced and complex environmentStrong team player with emphasis on the continued growth and development of team membersExcellent analytical skills and judgementWe are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
#J-18808-Ljbffr
Seeking Tax Manager to focus on our High Net Worth clients. The HNW Tax Manager will work closely with partners, as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements.Responsibilities:
Provide tax compliance and advisory services to High-Net-Worth Individuals, multi-state fillings, and complex tax mattersOversees planning and scheduling of engagementsResearch complex tax issuesEnsures quality of work productMonitors work-flowCoaches/mentors individual team membersProvides formal and informal feedbackCommunicates progress to partnersDevelops and maintains strong client relationships with client personnel and prospective clientsWorks closely with clients to advise on income tax issues and related tax planningInvestment partnership knowledge a plusRequirements/Qualifications:
Undergraduate degree in accounting; Master's in Tax a plusCPA certificate strongly preferredMinimum 5 years of tax experience required with a strong technical background in high-net-worth individual taxationStrong organizational and management skillsExcellent written, oral communication and documentation skillsAbility to articulate complex tax matters in "business" languageAbility to integrate and team with othersAbility to work effectively in a demanding, fast-paced and complex environmentStrong team player with emphasis on the continued growth and development of team membersExcellent analytical skills and judgementWe are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
#J-18808-Ljbffr