Tax Manager Private Client
7 days ago
We are seeking a highly skilled Tax Manager Private Client to join our team. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.
Key Responsibilities- Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations
- Develop, build, and manage client relationships as part of the proposal process
- Participate in networking activities to further expand business opportunities and client relationships
- Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges
- Assist with managing, developing, and coaching professional tax staff
- Review and manage projects prepared by tax associates and seniors
- Effectively delegate responsibilities to others and monitor efforts of engagement teams
- Proficiently use technology tools in regular assignments and demonstrate a commitment to improving work processes through the use of technology
- Successfully research complex tax issues, apply findings to projects, and clearly communicate those findings in writing
- 5 years or more of related experience in public accounting, law firm, or trust department
- Bachelor or graduate degree in accounting, finance, or a related field
- CPA license or J.D. degree and bar admission
- Experience managing multiple client engagements
We offer a competitive salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and a dynamic work environment.
We are an equal opportunity/affirmative action employer and welcome applications from diverse candidates.
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