Tax Manager [Private Client Services Group]

About the role

This position is rooted within the Private Client Services practice with a focus on tax services for closely-held business, families, and HNWI. We work with clients to help them achieve their goals around complex financial matters tied to their business, individual and familial needs. The right candidate will own the attributes of executive presence and emotional intelligence, as well as having a growth mindset. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.

Responsibilities

• 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.