Tax Manager - PCS

About the role

The Tax Manager - Private Client Services (PCS) position offers an opportunity to lead a team providing tax planning, compliance, and advisory services to high-net-worth individuals and families. This role is part of a dynamic team in the Private Client Services department within the Tax practice.

Responsibilities

• Oversee the preparation and review of complex tax returns for high-net-worth clients.
• Provide strategic tax planning advice to clients to optimize their tax positions.
• Manage a team of tax professionals, mentoring and developing their skills.
• Stay updated on tax laws and regulations impacting private client services.
• Collaborate with other departments to ensure seamless service delivery to clients.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA certification preferred.
• Minimum 5 years of progressive experience in tax consulting or private client services.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Qualifications

• Experience working with high-net-worth individuals and families.
• Knowledge of estate and gift tax laws.
• Ability to manage multiple projects simultaneously.
• Proficiency in Microsoft Office Suite.

Skills

• Advanced proficiency in tax software.
• Strong leadership and team management skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.

Benefits

• Competitive salary commensurate with experience.
• Relocation assistance available for qualified candidates.
• Flexible work schedule.
• Professional development opportunities.
• Health insurance benefits.

Pay

Salary is competitive and commensurate with experience.

Schedule

This role is hybrid, offering a combination of remote and in-office work.