"Alerted.org

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.

Requirements • 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.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .