Tax Manager - Private Client Services (PCS) Relocation Assistance Available

About the role

The Tax Manager - Private Client Services position offers a unique opportunity to lead a team focused on providing comprehensive tax services to high-net-worth individuals and families. This role is part of a dynamic team in the Private Client Services department within our Tax practice.

Responsibilities

• Oversee the preparation and review of complex tax returns for high-net-worth clients.
• Collaborate with other professionals to develop and implement strategies that optimize tax planning and compliance.
• Provide guidance and support to staff members on tax-related issues and ensure adherence to professional standards.
• Conduct ongoing performance evaluations and provide feedback to team members.
• Stay updated on changes in tax laws and regulations and incorporate these into client service delivery.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA certification preferred.
• Minimum 5 years of progressive experience in tax advisory services.
• Experience working with high-net-worth individuals and families.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Qualifications

• Proven ability to manage a team and mentor junior staff.
• Experience with tax software and systems.
• Knowledge of estate planning and trust administration.

Skills

• Strong knowledge of federal and state tax laws.
• Ability to work independently and as part of a team.
• Effective time management and organizational skills.

Benefits

• Competitive compensation package including base salary and bonus potential.
• Relocation assistance available for qualified candidates.
• Flexible work schedule to accommodate personal and professional needs.
• Professional development opportunities through training and continuing education programs.
• Employee discounts on various products and services.

Pay

Commensurate with experience.

Schedule

Hybrid work arrangement combining remote and office-based work.