Private Client Service Tax Manager

Responsibilities

• Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects while effectively producing a value outcome for our clients & the firm.
• Develop and execute tax planning techniques for clients while addressing client needs.
• Absorb and execute compliance and advisory needs for enterprise related returns, primarily related party flow through entities.
• Research tax laws and prepare tax memorandums on technical issues.
• Ability to reason and effectively multi-task. Strong communication skills with the ability to apply one's understanding as to execution requirements and provide effective instructions in written, oral or diagram form.
• Recognize complex technical issues, reach appropriate conclusions and apply appropriate technical authorities to support conclusions.
• Ability to organize and prioritize daily work responsibilities to meet deadlines.
• Ability to complete work in an effective and accurate manner.
• Supervise associates and senior associates, providing them with leadership, counseling and career guidance as appropriate & required.
• Possess a strong background in effective engagement management, knowing how to manage all aspects of client accounts.
• Participate in mentoring, training, recruiting, retention, and team-building activities.
• Participate in developing & presenting internal training and seminars on technical issues.

Requirements

• Bachelor’s degree in Accounting
• CPA certification required
• 5-10 years of public accounting
• Private client advisor experience, including enterprise entity compliance and advisory skills.
• Hands-on experience with review and preparation of all forms and schedules related to individuals, gifts, trusts, estates and enterprise entities.
• Knowledge and experience with flow through entities (i.e. Family Limited Partnerships, S-Corporations, Partnerships, etc.).
• Experience with tax preparation and research software required--GoSystems, BNA Income Tax Planner, GoFileRoom, BNA Bloomberg and Checkpoint
• Experience with various facets of state & local taxation, compliance & advisory, including sales & use, personal & real property, franchise and multi-junction income tax (Experience in other than multi-state income/franchise is valued but not required. A base level of multi-state income/franchise experience is expected).
• Demonstrated experience in effectively building, interfacing and managing client base.
• Excellent supervisory, organizational, problem solving, critical/analytical thinking, written and oral communication, and interpersonal skills.
• Exceptional client service and communication skills.
• Excellent project management and presentation skills.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance