Senior Tax Manager - Private Client Services

About the role

Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Responsibilities

• Engage in business development activities (prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.)
• Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively
• Conduct primary and secondary review of complex tax returns – including federal and state filings
• Draft technical tax memoranda
• Supervise, train, mentor, and evaluate Intern, Associate and Senior Associates
• Receive formal PCS and on-the-job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.

Requirements

• 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience
• Bachelor’s and/or advanced degree – Accounting, Finance, Economics or related degree (Preferred)
• Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD)
• Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment
• Proficient use of technology

Benefits

• Medical, dental, vision, and basic life insurance coverage
• Enrollment in the firm’s 401(k) plan upon hire
• 200 hours of paid time off annually, along with twelve paid holidays each calendar year

Pay

TBD

Schedule

TBD