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.
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