Tax Manager [Private Client Services Group]

Your Team

This position will support our Private Client Services Group. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients.

Your Role

• Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections.
• Lead and manage multiple tax engagements that integrate tax efficiency with long-term tax planning strategies.
• Present federal and state income tax returns and strategize for clients.
• Work with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundations.
• Identify industry/client tax planning opportunities and issues.
• Implement tax advice in response to new legislations and planning.
• Facilitate complex tax research, and establish tax strategies for various client business transactions.
• Advise regarding IRS and state issues, and respond to correspondence and audits.
• Assist with interim tax projections and year-end closeouts.
• Provide supervision, training, and mentoring to tax staff, seniors and other team members.

Your Experience

• 5+ years of work experience in another public accounting firm.
• Private Client Services (PCS) experience required.
• Bachelor’s Degree required.
• CPA or Enrolled Agent licensure required.
• Strong experience using Microsoft Office Suite.
• Knowledge of tax software such as CCH Axcess.
• Exceptional organizational and communication (verbal and written) skills.