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Metro locations and common tax-manager title increase competition, but seniority and niche tax specialization reduce applicant density.
High because deep individual and fiduciary tax expertise and tax-platform experience are industry-specific and non-transferable.
High due to mandatory 10+ years, professional qualification, and required specific tax systems and advisory experience.
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Own the integration and lifecycle management of tax technology products used in US individual and trust/estate tax engagements, ensuring alignment with long-term digital strategy.
Collaborate with tax SMEs, product teams, and practice leaders to define, prioritize, and document business and user requirements for tax compliance solutions.
Lead process improvements, develop workpapers and tax content, maintain product documentation, and support adoption and training efforts within the tax practice.
Minimum 10 years’ experience in tax compliance and advisory for high net-worth individuals in mid to large public accounting firms.
Proficiency with complex individual, fiduciary, and investment partnership taxation including multi-state and foreign disclosures.
Experience with tax software such as CCH Axcess Tax or Thomson Reuters GoSystem; SurePrep proficiency preferred.
Bachelor's degree (preferably in accounting, business, or technology) and CPA, CA, EA, or JD or actively pursuing.
Experienced tax professional with deep understanding of individual and trust/estate tax processes and complex investment structures.
Strategic thinker with demonstrated ability to lead digital transformation and process improvement initiatives in tax practice environments.
Comfortable operating independently, collaborating across functions, and interfacing at executive and client levels to drive scalable tax solutions.