Senior Manager, Private Client Services Job Description Template
Our company is looking for a Senior Manager, Private Client Services to join our team.
Responsibilities:
- Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members;
- Proficient use of technology including MS Excel;
- Exceptional interpersonal skills and a natural facilitator;
- Excellent Analytical and Problem solving skills;
- At least 5 years relevant work experience with an accounting or law firm, including at least 3 years of PCS experience;
- Excellent communication skills, both written and verbal;
- Leadership and organizational skills;
- Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);
- Bachelor’s and/or Master’s degree required; Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0.
Requirements:
- A minimum of eight years of tax experience in an accounting firm, corporation, and/or law firm;
- Excellent written and verbal communication skills with the ability to evaluate and articulate complex information;
- Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment;
- Bachelor’s degree from an accredited college/university;
- Excellent analytical and problem solving skills;
- Proficient use of technology including MS Excel;
- Exceptional interpersonal skills and a natural facilitator;
- Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);
- Leadership and organizational skills;
- Bachelor’s and/or Master’s degree required; Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0;
- Excellent communication skills, both written and verbal;
- At least 5 years relevant work experience with an accounting or law firm, including at least 3 years of PCS experience.