Tax Manager

Company: Creative Financial Staffing LLC
Location: Lake Geneva
Posted on: January 15, 2022

Job Description:

Tax Manager - Family Office High Net Worth Family Office client has a new opportunity for a Tax Manager. Long established firm that handles Private Family office work for very high profile, High Net Worth clients, multiple families, and multi-generational clients. Responsible for a broad range of federal/state income tax returns for clients, such as 1041's, 1065's and 990-PF's. Individual will also assist with tax planning strategies, tax-related research, trust accounting, estate & gift tax returns. Tax Manager Responsibilities: Prepare federal/state income tax returns such as 1041's, 1065's and 990-PF's Set tax planning strategies, quarterly tax estimates, and tax research Assist with trust accounting, preparing estate and gift tax returns Tax Manager Requirements: Bachelor's Degree, Master's Degree a plus 6+ years of income tax preparation experience Experience preparing complex fiduciary and partnership income tax returns is ideal, but will consider corporate tax experience Excellent presentation skills Why Work Here: Opportunities for advancement Strong compensation package, Salary & Bonus Health, life insurance, profit sharing/401(k) plan, and paid holiday and vacation time Very high profile high net worth clients Excellent family culture, good work life balance, family oriented, flexibility Significant, complex, interesting work Opportunity to make an impact Long term clients, some since the 1970's Very little turnover, most staff have been with the firm 15+ years plus #cfsdec2021

Keywords: Creative Financial Staffing LLC, Kenosha , Tax Manager, Accounting, Auditing , Lake Geneva, Wisconsin