Tax Manager – High Net Worth

Tax Services Indianapolis, Indiana Remote, United States


Description

We’re KSM, a mid-sized, regional advisory, tax, and audit firm. 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 matters
  • Oversees planning and scheduling of engagements
  • Research complex tax issues
  • Ensures quality of work product
  • Monitors work-flow
  • Coaches/mentors individual team members
  • Provides formal and informal feedback
  • Communicates progress to partners
  • Develops and maintains strong client relationships with client personnel and prospective clients
  • Works closely with clients to advise on income tax issues and related tax planning
  • Investment partnership knowledge a plus

Requirements/Qualifications:

  • Undergraduate degree in accounting; Master's in Tax a plus
  • CPA certificate strongly preferred
  • Minimum 5 years of tax experience required with a strong technical background in high-net-worth individual taxation
  • Strong organizational and management skills
  • Excellent written, oral communication and documentation skills
  • Ability to articulate complex tax matters in "business" language
  • Ability to integrate and team with others
  • Ability to work effectively in a demanding, fast-paced and complex environment
  • Strong team player with emphasis on the continued growth and development of team members
  • Excellent analytical skills and judgement

We 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.

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.