Tax Senior Manager, Private Client Advisors

Job Responsibilities

• Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.
• Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment.
• Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines.
• Develop responses to IRS and other regulatory and tax authorities' audits, notices and inquiries.
• Manage workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines.
• Develop less experienced engagement personnel, primarily managers and supervisors.
• Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions.
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles.
• Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resources.
• Keep current with tax law changes and provide updates and training to the firm’s tax practice members.
• Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management and client relations.

Requirements

• Bachelor's Degree in Accounting, Tax, Finance, or related discipline.
• Qualified to practice before the IRS (i.e., JD, CPA, or EA).
• Minimum of 6 years' experience in public accounting in taxation or equivalent experience.
• Minimum of 2 years in a managerial role involving clients and team members.

Preferred Qualifications

• Master’s Degree in Taxation.
• Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax.

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays