Tax Managing Director

tonneson + co PC
Columbia, MD
Oct 13, 2017
Oct 16, 2017
Full Time
tonneson + co is looking for a Managing Director in the Tax Department of our new Maryland office, specializing in high net worth individuals and the management of estates and trusts. Candidates should be entrepreneurial, critical thinkers, and highly energized, with excellent communication and supervisory skills. tonneson + co offers competitive compensation, benefits and advancement plans, with a strong commitment to flexible schedules and work-life balance. Responsibilities include: Provide tax planning and compliance services for high net worth individuals, estates and trusts Conduct multi-state tax filings Perform tax accruals Manage a portfolio of clients Serve as a trusted advisor, offering clients industry expertise and knowledge Work closely with engagement teams to continually add value to clients Train and mentor tax associates Qualifications include: BA or BS in Business, Finance or Accounting CPA certification or equivalent is required MS in Taxation is desired 15+ plus years of experience serving high net worth individuals and managing estates and trusts International tax experience is a plus Excellent interpersonal, communication, and client relationship management skills Strong research and analytical skills Prior experience with ProSystem fx Tax, BNA products, and CCH Intelliconnect is desired