Private Client Tax Manager

Location: Stamford, ConnecticutGrade: Tax Manager Service Line: Private Client ServicesWorking Pattern: Hybrid About Them: Are you a Private Client Tax professional who enjoys working with high-net-worth individuals, families and closely-held businesses where the work goes well beyond compliance?I'm working with a leading professional services firm to appoint a Tax Manager within its Private Client Services practice, supporting an impressive portfolio of entrepreneurs, business owners, family groups and HNW individuals. This is an opportunity for someone who wants to combine complex tax advisory, relationship management and long-term planning with the opportunity to become a trusted adviser to their clients. The role will include:Taking ownership of a portfolio of Private Client Services engagements from planning through to completionAdvising HNW individuals, families, entrepreneurs and owners of closely-held businesses on federal and state tax mattersManaging complex tax compliance alongside forward-looking tax planning and advisoryWorking across a variety of entity structures including corporations, partnerships, trusts, estates, fiduciary entities and foundationsIdentifying tax planning opportunities arising from clients' personal circumstances, businesses and transactionsAdvising clients on the tax implications of business transactions and implementing appropriate planning strategiesConducting and overseeing complex tax researchSupporting clients with IRS and state tax matters, including correspondence, enquiries and auditsAssisting with tax projections, year-end planning and closeoutsBuilding strong, trusted relationships with clients and becoming a key point of contact for their tax needsManaging engagement budgets, billing and collectionsCoaching and mentoring Tax Seniors and junior team membersContributing to client seminars, webinars and thought-leadership initiatives The Individual:5+ years' experience within public accountingStrong Private Client Services experienceExperience advising HNW individuals, families and/or closely-held businessesA strong understanding of federal and state income taxationExperience across multiple entity types, including partnerships, corporations, trusts and estatesCPA or Enrolled Agent (EA) qualificationA Bachelor's degreeExperience with tax technology such as CCH AxcessStrong technical research and problem-solving skillsExcellent written and verbal communication skillsThe confidence and executive presence to work directly with sophisticated clientsA collaborative, commercially minded approach with an interest in developing both clients and people Interested?If you're currently working in Private Client Tax / PCS and are open to hearing about opportunities where you can work with more complex clients, broaden your advisory exposure and take greater ownership of relationships, I'd be keen to have a confidential conversation.