Tax Manager (High Net Worth Individuals)
The team
we are building
Careers
Altair Group was founded on the premise of doing things differently. As a young firm, we are not saddled with outdated systems or processes and as a result, we are able to embrace technology, new ideas and are continually making new technological investments to enhance the client and team member experience as well as firm efficiency.
A career with Altair Group will provide you with the opportunity to be part of a young and rapidly growing firm. The founders’ entrepreneurial vision has attracted a wide variety of unique and interesting clients. We work incredibly hard for our clients, every day is different, and we have a good time together while doing it. We offer competitive compensation, benefits and a supportive work environment. If you want to be part of a team that is truly inclusive, supports work life balance, one another, and is genuinely a small family then this is the home for you; keep reading!
Our open positions are listed below:
Tax Manager
High Net Worth Individuals
Bedford, NH
The ideal team member will possess deep expertise in high-net-worth individual taxation as well as have experience with trust and estate work. Altair Group’s service offerings range from high-net-worth individual tax, complex multi-state business tax and trust and estate work to reviews, compilations and financial statement preparation on the accounting side.
As a boutique tax and accounting firm, clients choose Altair Group because we provide high touch personalized services. We are intimately involved with their personal and business financial lives which allows us to analyze, design and execute complex planning strategies to minimize income, trust and estate tax.
Our client base is nationwide with concentrations in New England, New York and Silicon Valley. Our typical high net worth individual client is a technology company founder/executive/engineer, venture capital partner, angel investor or real estate entrepreneur. Our business clientele includes technology companies, real estate investors, professional service providers or entrepreneurial businesses that are growing and operating in multiple states and internationally.
As a Tax Manager, you'll work as part of a team of problem solvers, helping clients with their complex individual needs.
The skills and responsibilities for this position include but are not limited to:
Ability to be the primary contact and maintain ownership of client relationships
Review complex individual tax returns including hedge fund/VC/PE K1s and foreign reporting issues.
Review trust and estate income tax returns.
Review quarterly planning calculations and identify areas for opportunity.
Research complex tax matters and provide solutions for identified issues.
Manage and monitor client deliverables and due dates.
Participate in staff education and development through the instruction of training and feedback.
Participate in and provide leadership for firm initiatives, visions and projects.
Communicate confidently in a clear, concise and articulate manner - verbally and in written form.
Share and collaborate effectively with others; internally and externally.
Keep up to date with tax and accounting technical developments.
Responsible for managing WIP and billing clients timely
Have a willingness to learn and contribute to the team.
Have a friendly and positive attitude!
Job Requirements and Preferences:
Minimum Degree Required: Bachelor’s Degree
Required Fields of Study:
Accounting, Taxation
Additional Educational Requirements: Candidates must possess a CPA or EA license
Minimum Years of Experience:
5+ years required
To apply, please email resume and cover letter to HireMe@altaircpa.com