Tax Senior Manager, Private Client Services

Tax Senior Manager, Private Client Services

The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant 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), is required.

Job Duties:

• Reviews basic to complex individual and other tax returns
• Identifies and performs research when needed and reports and documents the analysis and findings
• Interacts directly with clients and their advisors
• Communicates with supervisors, engagement team and clients the status of projects
• Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training
• Manages client engagements, supervises, and reviews work of team members
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments
• Identifies tax planning and consulting opportunities
• Participates in and initiates business development and networking activities
• Manages and monitors key performance indicators (KPI's) as established by the business line
• Involves firm specialists and other business lines to increase cross service opportunities
• Other duties as required

Supervisory Responsibilities:

• Supervises develops and trains employees
• Supervises associates, senior associates and managers on all projects
• Reviews work prepared by associates and senior associates and provides review comments
• Trains others on how to use all current software tools and PCS methodology
• Schedules and manages workload of associates and senior associates
• Acts as a Career Advisor to associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting, required
• Master's degree in Accounting or Taxation, preferred
• Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred

Experience:

• Seven (7) or more years of public accounting and private client services experience, required
• Public accounting experience working in the private client area, preferred

License/Certifications:

• CPA or Licensed Attorney, required
• CFP or Masters in Tax, preferred

Software:

• Experience with Gosystems and BNA Tax Planner, preferred
• Experience with the Microsoft Office Suite, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Detailed oriented
• Strong analytical, research and critical thinking skills
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ability to interact effectively with people at all organizational levels of the firm
• Basic knowledge of fundamental accounting, finance and tax principles
• General accounting knowledge and basic to intermediate tax knowledge
• General understanding of financial planning concepts
• Ability to effectively delegate work
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients