Business Tax Services Manager

About the role

The role involves advising clients on high-net-worth individual, trust, and estate tax matters, ensuring the delivery of high-quality tax services and fostering practice growth.

Responsibilities

• Reviewing complex income, gift, estate, and trust returns
• Serving as a trusted advisor on legislative and regulatory developments
• Managing multiple client engagements
• Mentoring tax professionals
• For Senior Managers: expanding the practice both locally and nationally

Qualifications

• Minimum of five years (Senior Manager: eight years) of ultra-high-net-worth tax experience
• Relevant bachelor's degree
• Licensed CPA, EA, or JD/LLM
• Additional credentials and experience preferred for senior roles, emphasizing growth and development within the tax practice

Skills

• Proven business development skills
• Leadership in managing teams
• Excellent communication abilities
• Strong track record in client relationship management and staff mentorship within collaborative environments