Tax Alchemy

• Serve as the primary technical advisor to high-net-worth individuals, families and their related entities
• Review and manage complex returns involving multiple pass-through entities, trusts, multistate filings and significant investment activity
• Oversee gift and estate tax filings and coordinate with clients' attorneys, wealth managers and other advisors
• Provide proactive tax planning and projections to minimize liability and support long-term financial goals
• Directly manage and mentor internal tax preparation professionals
• Oversee workflow, performance and training of offshore tax preparation teams
• Prepare and file complex individual, partnership, corporate and trust tax returns
• Manage and review federal, state and local returns
• Review complex returns and workpapers for accuracy, completeness and compliance
• Serve as the final point of review and technical resource on complex tax issues
• Manage tax audits, inquiries and correspondence with tax authorities
• Evaluate workflows and improve efficiency and accuracy through technology and automation
• Create training materials and lead sessions on new workflows and software
• Act as technical liaison between clients, tax authorities and internal teams
• Collaborate with other departments to provide holistic, coordinated client service

Explore Senior Tax Manager at Tax Alchemy. Review requirements and application details.

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Senior Tax Manager