Tax Compliance Specialist
4 weeks ago
As a trusted advisor and member of various client service teams, the Private Client Tax Manager serves as a subject matter expert in taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies. The role requires significant knowledge of taxation laws and regulations, as well as excellent communication and problem-solving skills.
Key Responsibilities:- Providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations
- Developing and managing client relationships as part of the proposal process
- Participating in networking activities to expand business opportunities and client relationships
- Maintaining functional expertise and understanding of a client's business or family structure to address client concerns and challenges
- Assisting with managing, developing, and coaching professional tax staff
- Reviewing and managing projects prepared by tax associates and seniors
- Effectively delegating responsibilities to others and monitoring efforts of engagement teams
- Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
- 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 are looking for individuals who possess a strong dedication to client service, excellent supervisory and time management skills, and effective communication and listening skills. If you have a passion for delivering exceptional results and building strong relationships, we encourage you to apply for this exciting opportunity.
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Tax Compliance Specialist
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