<p>For immediate consideration contact Lisa James at (859)788-3684</p><p><br></p><p>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.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement tailored tax planning strategies for high-net-worth individuals, trusts, estates, and complex investment portfolios.</p><p>• Prepare and review corporate and personal tax returns, ensuring accuracy and compliance with regulations.</p><p>• Collaborate closely with financial advisors and attorneys to deliver comprehensive client solutions.</p><p>• Conduct annual income tax provisions and maintain detailed documentation for audits and reviews.</p><p>• Identify and pursue business development opportunities, leveraging a strong referral network or existing book of business.</p><p>• Provide expert guidance on estate tax planning and estate tax return preparation.</p><p>• Utilize advanced tax software tools, such as CCH ProSystem fx, to streamline tax processes and enhance service delivery.</p><p>• Stay updated on changes in tax laws and regulations to provide proactive advice to clients.</p><p>• Build and nurture long-term relationships with clients by offering exceptional service and strategic financial insights.</p>

• Certified Public Accountant (CPA) designation is required; additional certifications are highly preferred.<br>• At least 7 years of experience in tax planning, compliance, and strategy for high-net-worth clients.<br>• Proven expertise in personal and estate tax preparation and planning.<br>• Strong proficiency in tax software, including CCH ProSystem fx.<br>• Demonstrated ability to work collaboratively with financial advisors and attorneys.<br>• Excellent communication skills and a commitment to delivering outstanding client service.<br>• Experience with corporate tax returns and annual income tax provisions.<br>• A track record of successfully managing business development efforts or maintaining a referral network.

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