Tax Supervisor/Manager - PCS Estate & Trust (Compliance)

About the role

The Tax Manager - Private Client Services (PCS) position offers a unique opportunity to lead a team providing tax services to high-net-worth individuals and families. This role is part of a dynamic team in the Private Client Services department within the Tax division.

Responsibilities

• Oversee the preparation and review of complex tax returns for high-net-worth clients
• Provide strategic tax planning advice to clients and their advisors
• Manage a team of tax professionals, fostering a collaborative and supportive work environment
• Stay current with tax laws and regulations affecting private client services
• Contribute to the development and implementation of new tax strategies and solutions

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• CPA certification preferred
• Minimum 5 years of progressive experience in tax services, preferably in a private client setting
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to manage multiple projects simultaneously

Qualifications

• Experience working with high-net-worth individuals and families
• Knowledge of estate and gift tax laws
• Experience with tax software and tools
• Ability to build strong client relationships

Skills

• Advanced proficiency in Microsoft Office Suite
• Strong leadership and mentoring abilities
• Ability to work independently and as part of a team

Benefits

• Competitive compensation package including base salary and bonus potential
• Relocation assistance available for qualified candidates
• Flexible work schedule
• Professional development opportunities
• Health insurance benefits

Pay

Salary range: $120,000 - $150,000 annually, commensurate with experience

Schedule

This role is hybrid, combining remote and in-office work. Remote work is expected 2-3 days per week.