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Tax Manager
1 month ago
The client is one of the nation's leading accounting and professional consulting firms. The client name and reputation are synonymous with experience, integrity, and value.
Client redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.
Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development.
Major Responsibilities:
- Provide outstanding service to a broad range of high-net-worth individuals, executives and business owners, and related entities in accordance with Client Service Standards
- Demonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)
- Manage engagements/assignments in a consistently profitable manner
- Review client engagement/assignment documentation, returns, and work papers for accuracy
- Supervision of client engagement/assignment procedures
- Development of team members - serve as mentor, advisor, team leader, and/or Career Advocate (CA)
- Provide team members with timely and candid performance feedback supporting the firm's performance management process
- Plan and complete assignments in a timely manner
- bility to recognize, research, document and satisfactorily resolve technical issues
- Generate new business and retain current business
- Expand services to existing clients
- CPA required
- Bachelor's degree in Accounting or related degree
- 9+ years of applicable experience in individual income tax planning and compliance
- Experience with trust income tax compliance a plus
- bility to research technical issues and document results
- bility to supervise, coach, and develop individuals and/or large groups.
- Proficiency in Microsoft Office programs (Word and Excel required).
- Excellent verbal and written communication skills.
- Strict adherence to professional ethics.
- bility to successfully contribute to the success of a strategic business unit of the firm.
One Firm
To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. The client is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request an accommodation, please contact your recruiter.
ll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.