Tax Senior Manager, Private Client Services

Role Overview

• Oversight of multiple client service teams
• Plan, direct, execute and complete tax consulting projects
• Conduct technical reviews of federal and state income tax returns
• Develop and maintain strong client relationships
• Provide innovative tax planning strategies and compliance expertise to clients
• Understand and manage firm risk on tax services performed
• Manage, develop, and mentor staff/managers on projects
• Assess performance through formal periodic reviews and informal feedback
• Maintain an active presence in the market to drive growth and attract new clients

Requirements

• BS in Accounting preferred, Masters in Taxation is a plus
• CPA required
• Minimum of 8 years of experience in public accounting or corporate/public blend
• Working with the tax team to identify and resolve client issues
• Anticipating and addressing client concerns and resolving problems as they arise
• Proven success in engagement and client management, with a track record of growing and sustaining client relationships
• Possess effective writing, communication and tax research skills
• Strong technical expertise in federal taxation of individuals, trusts, and investment entities
• Estate and gift tax experience is a plus.
• Strong leadership and mentorship experience

Benefits

• Comprehensive total rewards package