Tax Manager - Public Job at Robert Half, Lexington, KY

NUU4YTRnWk00R0I4U0JKemVpVTVDRWdtTmc9PQ==
  • Robert Half
  • Lexington, KY

Job Description

Job Description

Job Description

For immediate consideration contact Lisa James at (859)788-3684

Our client is looking for a highly experienced Tax Manager to join their team in Central Kentucky. This role is ideal for a Certified Public Accountant with extensive expertise in tax planning and compliance for high-net-worth individuals, trusts, estates, and complex investment structures. The right candidate will thrive in a collaborative environment and possess exceptional communication and client service skills.

Responsibilities:

• Develop and implement tailored tax planning strategies for high-net-worth individuals, trusts, estates, and complex investment portfolios.

• Prepare and review corporate and personal tax returns, ensuring accuracy and compliance with regulations.

• Collaborate closely with financial advisors and attorneys to deliver comprehensive client solutions.

• Conduct annual income tax provisions and maintain detailed documentation for audits and reviews.

• Identify and pursue business development opportunities, leveraging a strong referral network or existing book of business.

• Provide expert guidance on estate tax planning and estate tax return preparation.

• Utilize advanced tax software tools, such as CCH ProSystem fx, to streamline tax processes and enhance service delivery.

• Stay updated on changes in tax laws and regulations to provide proactive advice to clients.

• Build and nurture long-term relationships with clients by offering exceptional service and strategic financial insights.

• Certified Public Accountant (CPA) designation is required; additional certifications are highly preferred.
• At least 7 years of experience in tax planning, compliance, and strategy for high-net-worth clients.
• Proven expertise in personal and estate tax preparation and planning.
• Strong proficiency in tax software, including CCH ProSystem fx.
• Demonstrated ability to work collaboratively with financial advisors and attorneys.
• Excellent communication skills and a commitment to delivering outstanding client service.
• Experience with corporate tax returns and annual income tax provisions.
• A track record of successfully managing business development efforts or maintaining a referral network.

Job Tags

Immediate start,

Similar Jobs

NS2 Mission

Python Developer Job at NS2 Mission

 ...Description Job Description Are you a mid-level developer looking to take the next step in your career? NS2 Mission is seeking a Python Developer to join our team in Herndon/...  ...implementations. Required Skills & Experience (35 years minimum) Strong proficiency... 

Rochester Regional Health

Radiology Technologist Job at Rochester Regional Health

 ...and contracts. Rochester Regional Health is an Equal Opportunity/Affirmative Action Employer. Minority/Female/Disability/Veterans by a prospective employee and/or employees Physician or delegate will be considered for accommodations. By applying, you... 

University of Iowa Hospitals & Clinics

Patient Escort - Guest Services (70%) Job at University of Iowa Hospitals & Clinics

DescriptionThe University of Iowa Health Care department of Guest Services, is seeking a Patient Escort. This position will be full-time with a primary schedule of 10a.m to 6:00p.m. Tues-Friday. Under general supervision, meets, greets, assists, and transports ambulatory... 

Viking Drive Veterinary Hospital

Animal Care Assistant Job at Viking Drive Veterinary Hospital

 ...area and grounds clean and odor-free. Must be able to withstand unpleasant odors and noises. May be exposed to bites, scratches, animal waste, and contagious diseases. Reporting Structure Directly reports to Practice Manager. Primary Responsibilities... 

Nolensville Road Auto Mart, Inc.

Family Owned Dealership Needs Detailer / Driver Job at Nolensville Road Auto Mart, Inc.

 ...Description Job Description Hi there! Were a 62-year-old, family-owned car dealership built on family values and the golden rule. At...  ...money on a down payment. What Were Looking For: A valid drivers license (Tennessee preferred) Your own reliable...