Tax Manager - PCS

About the role

The Tax Manager - Private Client Services (PCS) position offers an opportunity to lead a team providing tax planning and compliance 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 division.

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, ensuring quality control and client satisfaction.
• 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 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 planning, trust administration, and wealth management.
• Ability to manage multiple projects simultaneously.
• Proficiency in Microsoft Office Suite.

Skills

• Advanced proficiency in tax software and tools.
• Strong leadership and mentoring abilities.
• Ability to work independently and as part of a team.

Benefits

• Relocation assistance available for qualified candidates.
• Competitive compensation package including base salary and bonus opportunities.
• Health insurance benefits.
• 401(k) retirement plan with company match.
• Flexible work schedule.

Pay

Commensurate with experience.

Schedule

Hybrid work arrangement, combining remote work with in-office days.