Manager - Tax Services (Wealth Management)

Manager – Tax Services What we are looking for – As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates. This position will be responsible for the supervision, training, and mentoring of Tax Services Associates. Occasional travel and periodic after-hours work will be required. You will – Prepare and review (individual, fiduciary, partnership, S-Corporation, nonprofit, and C-corporation) income tax, gift, and estate tax work papers and returns, projections, and estimated tax payment vouchers. Work with clients (by telephone, written correspondence, and/or face-to-face meetings) as well as Wealth Managers as needed. Supervise, evaluate, and mentor members of the department. Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of workflow, creating and maintaining templates, mailing of returns, scanning of documents, etc.). Perform other professional and administrative duties as assigned. We are looking for – Bachelor’s degree in accounting, finance, or business. CPA, Master’s in Taxation, LLM in Taxation, or JD. Five to seven years of progressive tax compliance and/or tax consulting experience; experience in public accounting. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. Previous tax return review experience. Team Player attitude. Strong leadership, recruiting, training, and mentoring skills. Good organization skills. Strong computer skills including proficiency in Microsoft Office Suite, GoSystem Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS. Ability to work additional hours as needed and travel to various client sites. Login to save this search and get notified of similar positions. Related Jobs: Tax Manager - Tax Director 401 Congress Ave, TX Tax Manager Austin, TX Discover your next career opportunity in the vibrant job market around Austin, Texas! Known for its lively music scene, world-class cuisine, and abundant outdoor activities, Austin offers a dynamic and thriving environment for job seekers. With iconic landmarks like the Texas State Capitol and Lady Bird Lake, as well as cultural gems such as the Blanton Museum of Art and the historic Paramount Theatre, there's no shortage of enriching experiences in this city. Home to professional sports teams like the Austin FC, this area provides a perfect blend of work and play. Explore our job listings today and embark on a career journey in this irresistibly charming region that promises growth and endless possibilities. #J-18808-Ljbffr Regal Executive Search