Senior Manager, Core Tax Services Expert
1 week ago
As a Senior Manager, Core Tax Services, you will lead a team of professionals in providing tax and consulting services to business clients with pass-through entities and their business owners. You will be responsible for managing client engagements, supervising and reviewing work, and working closely with clients and internal managers and partners.
Key Responsibilities:
- Perform tax planning, preparation, and research for pass-through entities (S-corps, LLCs, Partnerships) and the business owners' returns, which may include estates, trusts, and charitable entities.
- Manage client engagements, supervise, and review work of team members, and work closely with clients and internal managers and partners.
- Tax Compliance
- Ensure clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens while ensuring you and the team comply with all Firm policies, standards, and the Tax Quality Manual (TQM)
- Utilize your knowledge of taxation related to personal income, estate, and gift tax, and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation).
- Conduct a top-level review of T/R and resolve all tax issues with clients; involve specialists where appropriate.
- Plan and review the tax process and the procedures to be performed to include:
- Budgeting and staffing
- Monitoring engagement process and actual time incurred vs. budget with the assistance of Senior
- Timely billing includes management of identified out-of-scope activity and communication to clients.
- Timely collection of A/R
- Research
- Identify when research is needed, clearly and concisely frame issues to be researched; and clearly and concisely report the analysis.
- Involve firm specialists, as appropriate.
- Strategy Development
- Introduce and develop new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
- Review studies of tax implications and offer clients alternative courses of action.
- Identify and leverage lessons learned on prior projects, to improve processes and methods.
- Be responsible for building a team of professionals by training and working together to serve our high-net-worth clients with timely responses to their needs.
- Supervise associates and senior associates on all projects.
- Review work prepared by associates and senior associates and provide review comments.
- Act as a Career Advisor to associates and senior associates.
- Schedule and manage the workload of associates and senior associates.
- Provide verbal and written performance feedback to associates and senior associates.
Education:
- A Bachelor's degree is required; a major in Accounting, Finance, Economics, or Statistics, is preferred.
- Master's degree in accounting or taxation, preferred
- To be considered for a Senior Manager, you must demonstrate eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required. Specifically, experience with working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients. If you have between 5 and 8 years of experience could qualify as a Manager.
- CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or the equivalent of one of these designations), is required.
Orchard, CO is a leading professional services firm that provides staffing solutions to time-sensitive, talent scarcity issues to deliver better talent management ROI. Our specialty lies in the critical area of program talent acquisition and resource management, not in one narrow skillset, but across many areas of technical and functional delivery. To learn more about our other exciting opportunities, visit our Jobs Page at www.atOrchard.com.
-
Potomac, Maryland, United States BDO Full timeJob Summary:BDO's Private Client Services is a specialized practice within our firm, offering a high-touch approach to serving high net worth individuals, their families, and other complex financial structures. Our team has extensive experience in estate, income, gift, and trust tax consulting and compliance, as well as charitable giving and philanthropic...
-
Tax Senior, Private Client Services Expert
2 weeks ago
Potomac, Maryland, United States BDO Full timeJob Summary:BDO's Private Client Services practice offers a unique approach to serving high net worth individuals and their families. Our team of experienced professionals provides comprehensive tax consulting and compliance services, including estate, income, gift, and trust tax consulting and compliance, charitable giving and philanthropic foundations,...
-
Director of Dining Services
1 month ago
Potomac, Maryland, United States Brookdale Senior Living Full timeJob SummaryWe are seeking a highly skilled and experienced Director of Dining Services to join our team at Brookdale Senior Living. As a key member of our community operations team, you will be responsible for overseeing the food service operations, ensuring the highest quality of food and service, and maintaining a safe and sanitary environment for our...
-
Potomac, Maryland, United States Amdex Corporation Full timeJob Title: Process Analysis and Performance Management SMEWe are seeking a highly skilled Process Analysis and Performance Management SME to join our team at Amdex Corporation. As a seasoned professional, you will be responsible for conducting service and process analysis and performance management to identify inefficiencies and develop strategies to improve...
-
Transaction Advisory Services Manager
2 weeks ago
Potomac, Maryland, United States BDO Full timeJob Summary:The Transaction Advisory Services Manager is responsible for overseeing financial, accounting, and operational due diligence engagements at BDO. This role requires strong analytical and communication skills, as well as the ability to work effectively in a team environment.Key Responsibilities:Plan and oversee the due diligence process, ensuring...
-
Operations Manager
1 month ago
Potomac, Maryland, United States Sentral Services LLC Full timeJob Title: Operations Manager - Janitorial ServicesWe are seeking an experienced Operations Manager to join our team at Sentral Services LLC. As a key member of our operations team, you will be responsible for managing our janitorial services, supervising staff, and ensuring exceptional customer satisfaction.Key Responsibilities:Supervise and manage a team...
-
Senior Auditor
5 days ago
Potomac, Maryland, United States EagleBank Full timeAbout the Role:We are seeking a highly skilled Senior Auditor to join our team at EagleBank. As a Senior Auditor, you will be responsible for performing complex financial, operational, and compliance audits for Eagle Bancorp, Inc. and its subsidiaries.Key Responsibilities:Conduct varied and complex internal audits in accordance with the audit plan and...
-
Senior Financial Services Auditor
5 days ago
Potomac, Maryland, United States EagleBank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Auditor to join our team at EagleBank. As a key member of our Internal Audit Department, you will be responsible for performing complex financial, operational, and compliance audits for Eagle Bancorp, Inc. and its subsidiaries.Key ResponsibilitiesPerform varied and complex internal...
-
Senior Auditor
2 weeks ago
Potomac, Maryland, United States EagleBank Full timeJob Title: Senior AuditorWe are seeking a highly skilled Senior Auditor to join our team at EagleBank. As a Senior Auditor, you will be responsible for performing complex financial, operational, and compliance audits for Eagle Bancorp, Inc. and its subsidiaries.Key Responsibilities:Conduct audits to ensure the effectiveness of internal controls and...
-
Financial Services Coordinator
2 weeks ago
Potomac, Maryland, United States PathStone Full timeJob Title: Client ManagerPathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments.We provide a comprehensive range of services and deep expertise that goes far beyond investment advice. Our services include tax planning and compliance,...
-
Senior Report Intake and Delivery Manager
1 month ago
Potomac, Maryland, United States Amdex Corporation Full timeJob OverviewAmdex Corporation is seeking a highly skilled Senior Report Intake and Delivery Manager to support our client in ensuring adherence to CISA standard operating procedures, quality control standards, and best practices for analytical products and services.Key ResponsibilitiesDeliver SME-level expertise using business intelligence toolsets (e.g.,...
-
Potomac, Maryland, United States American Systems Full timeJob DescriptionSeeking a seasoned professional with 20 years of experience and an active Secret clearance to lead our Senior Program Manager (PM3) Knowledge Base Systems (KBS) team at the Government's facility in West Bethesda, MD (NSWCCD).Key ResponsibilitiesProvide critical support in protecting our country.Work with a team of driven, supportive, and...
-
Senior Cybersecurity Production Manager
4 weeks ago
Potomac, Maryland, United States Amdex Corporation Full timeJob SummaryAmdex Corporation is seeking a highly skilled Senior Production Manager to support the CISA's cybersecurity Production and Requirements management. The ideal candidate will have 10+ years of experience providing cybersecurity analysis and support to cyber management operations.Key ResponsibilitiesAnalyze CIRCIA reporting and other data sets to...
-
Caregiver Assistant
1 month ago
Potomac, Maryland, United States Brookdale Senior Living Full timeAbout the RoleWe are seeking a compassionate and dedicated Caregiver to join our team at Brookdale Senior Living. As a Caregiver, you will play a vital role in providing exceptional care and support to our residents, helping them to maintain their independence and dignity.ResponsibilitiesProvide direct care to residents, recognizing individual needs and...
-
Senior Auditor
2 weeks ago
Potomac, Maryland, United States EagleBank Full timeAbout the RoleWe are seeking a highly skilled Senior Auditor to join our team at EagleBank. As a Senior Auditor, you will play a critical role in ensuring the integrity and effectiveness of our internal controls and risk management processes.Key ResponsibilitiesConduct complex financial, operational, and compliance audits for Eagle Bancorp, Inc. and its...
-
Senior Living Cook
5 days ago
Potomac, Maryland, United States Cogir of Potomac Full timeJob OverviewCogir of Potomac is seeking a skilled Cook to join our culinary team. As a Cook, you will play a vital role in preparing fresh, nutritious meals for our residents, team members, and guests.Our ideal candidate will have a passion for cooking and a commitment to delivering exceptional service. If you are a motivated and detail-oriented individual...
-
Senior Web Services Engineer
1 day ago
Potomac, Maryland, United States Amdex Corporation Full timeJob Title: Web Services EngineerJob Summary:Amdex Corporation is seeking a highly skilled Web Services Engineer to manage, maintain, and monitor the TIBCO Infrastructure administration and maintenance. The ideal candidate will have a solid understanding of system integration and development, as well as experience with cloud computing and cloud-based...
-
Potomac, Maryland, United States Full Spectrum Search Group Full timeSenior Living Sales and Marketing Director OpportunityWe are seeking a seasoned Sales and Marketing Director to join our team at a reputable Senior Living operator in Potomac, MD. As a key member of our leadership team, you will be responsible for driving business growth and developing strategic marketing initiatives to attract new residents and families to...
-
Janitorial Operations Manager
2 weeks ago
Potomac, Maryland, United States Sentral Services LLC Full timeJob Title: Operations Manager, JanitorialWe are seeking a highly skilled and experienced Operations Manager to join our team at Sentral Services LLC. As a key member of our management team, you will be responsible for overseeing the daily operations of our janitorial services, ensuring that our clients receive exceptional service and support.Key...
-
Senior Quality Assurance Tester
2 weeks ago
Potomac, Maryland, United States Syms Strategic Group, LLC (SSG) Full timeJob Title: Senior Quality Assurance TesterJob Summary:Syms Strategic Group, LLC (SSG) is seeking a highly skilled Senior Quality Assurance Tester to join our team. As a Senior Quality Assurance Tester, you will be responsible for managing and coordinating test events, creating test plans and test scripts, and leading testing efforts in accordance with Master...