High Net Worth - Manager - Tax

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Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, closely held business, local government, and high net worth families. We offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology, and wealth management services to clients throughout the nation.

Office locations include:

Kansas: Wichita, Overland Park, Manhattan, Hutchinson, McPherson, Hays, Great Bend, Colby, Larned

Arkansas: Little Rock, Jonesboro

Position Summary

The High Net Worth Tax Manager is a multi-disciplinary professional who has the technical ability to prepare and review income tax returns (1040, 1041, 1065, 1120S) while guiding and mentoring other staff. Experience with transfer tax returns (706 and 709) is a plus. This person demonstrates the ability to work well with others, especially in the capacity to earn the confidence and respect of clients, principals, staff, and administrative support personnel. This advisory role is client-facing, and a successful candidate will assist the client in navigating the complexities where income tax, estate tax, and wealth management intersect.

FLSA Status: Exempt

Requirements

Required Experience and Education

A current and valid CPA license is required. Must be a member in good standing with the American Institute of CPAs and respective state societies. 5-7 years’ experience in public accounting or a relevant position, demonstrating a progression in complexity, scope, and number of projects. Special consideration will be made to waive the requirement of the CPA license in lieu of comparable experience and demonstrated expertise.

Major Duties and Responsibilities

• Lead the planning, scheduling, and execution of tax engagements.
• Responsible for maintaining tax records and preparing tax returns, related schedules, and reports.
• Responsible for supervising and reviewing the work of others.
• Maintains in-depth knowledge of relevant topics related to taxation of high net worth clients.
• Ensures top quality client service through a cadence of in-person and virtual communications.
• Consistently applies effective project management skills to plan and coordinate multiple engagements.
• Participates in mentoring, training, recruiting, retention, and team-building activities.
• Complies with all firm policies and procedures.
• Recognizes complex technical issues, reaches appropriate conclusions, and applies authority to support conclusions.
• Maintains accurate time and expense records to ensure proper billing of clients.
• Anticipates problem areas and questions that will arise during the course of a project.
• Uses established network of business relationships to generate new sales opportunities for continued development of the client base.
• Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures.
• Demonstrates advanced technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skills.
• Increasingly builds knowledge base on the firm’s industry lines and service offerings.
• Performs other duties as assigned.

Desired Skills, Abilities and Characteristics

• Strong background in individual and trust taxation. Gift and estate a plus.
• Leads by example exhibiting integrity, energy, enthusiasm, dedication, and commitment to excellent client service, firm reputation, and the one team concept.
• Professional and forward-looking mindset.
• Ability to maintain confidentiality of firm and client information.
• Effectively communicates verbally as well as in short-form and long-form writing.
• Client service oriented.
• Effectively manages people with poise and professionalism.
• Promotes the vision, missions, and core values of the firm and supports the one-firm concept.
• Demonstrates the ability to properly delegate and manage workload and train others on the proper delegation and management of work.
• Continually strives to improve effectiveness through a mindset of lifelong learning.
• Ability to apply principles of accounting to analyze and prepare financial information.
• Excellent organizational skills.
• Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients.
• Ability to work well with others.

Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

AdamsBrown, LLC is an Equal Opportunity Employer.