Senior Tax Associate

Our client, a leading national accounting and advisory firm, is seeking a Tax Manager to join their Private Client Services practice, with a focus on tax services for Family Offices. This individual will sit within the Operating Partnerships, Flow Through Entities, and Family Offices group, serving as the engagement lead on client accounts and helping clients reach their goals around complex financial matters tied to their business, individual, and family needs. The ideal candidate will have executive presence, emotional intelligence, and a growth mindset, and will be eager to collaborate on client teams, thought leadership, webinars, and seminars. *This is a seasonal role for about 3 months*

Responsibilities include:

• Serve as the engagement lead on specific client accounts.
• Take responsibility for pre-engagement planning, execution, and final deliverables.
• Develop detailed engagement work plans, budgets, and schedules.
• Actively participate in proposals and business development.
• Manage a team of staff associates, including interns, while providing regular performance coaching and feedback.
• Build client and team confidence through timely and accurate communication and clear, concise direction and leadership.
• Contribute to thought leadership, webinars, and seminars.

Requirements:

• [6-10] years of public accounting tax experience, with a focus on high-net-worth individuals, family offices, and flow-through entities.
• Experience with partnership, trust, and individual income tax, including K-1s and multi-entity structures.
• Experience reviewing returns and managing engagements from planning through delivery.
• Experience managing, coaching, and developing staff.
• CPA license preferred].
• Strong client-facing skills, including executive presence and emotional intelligence.