Tax Manager - Private Client Services

About the Position

Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and management, including staff and firm development.

Competencies and Position Requirements

• Dedicated to high-caliber client service
• Supervise staff and seniors and review their work product for completeness and accuracy
• Provide timely, high quality services that meet or exceed client expectations
• Develops a rapport with client personnel and the firm engagement team
• Excellent project management, analytical, interpersonal, oral and written communication skills
• Show advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, trusts, and estates
• Responsible for timely and effective explaining of tax objectives, budget information, and other relevant engagement information to staff and seniors
• Researches tax issues and develops sound solutions, and comfortably discusses issues with the engagement principal and management
• Maintains oversight of job progression, including budgeted versus actual hours, and provides timely updates to the principal
• Uses technical expertise to develop others through training sessions, mentoring, supervision, and coaching
• Provides seniors and staff with timely, honest, and constructive feedback
• Seeks to identify proposal opportunities for services to existing or prospective clients, and communicates opportunities on a timely basis to firm management

Education and Experience

• 5 or more years of experience providing tax compliance and planning services to high net worth individuals and family groups
• CPA or JD (MST or LLM in Taxation a plus)

Work Environment

• Minimal travel required
• Ability to work a flexible schedule based on business needs
• Hybrid work option
• Supportive and collaborative culture

Benefits

• A flexible paid time off program, 5 sick days, 11 paid holidays
• 6-week paid parental leave
• Health, Dental, Pet, Vision, Disability and Life Insurances
• 401(k) Plan with company match
• Profit Sharing Plan

Business Environment

• Business-casual office environment