Family Wealth Svc HNW Manager
Location:
Chicago , Illinois
Posted:
November 17, 2017
Reference:
req1614

Private Client Service-Manager

 

In this role, you will be part of our Private Client Services practice team focused on Individual/Personal, Partnership, and Trust & Estate/Gift.  You will mainly service our high net worth and family office clients. 

 

As a Tax Manager, you will be responsible for the following job duties which are focused around two core concepts:  your technical and quality expertise and delivering excellent client service.

 

  • Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065)

  • Provide timely, high quality client service that meets or exceeds client expectations

  • Provide training, professional development, career mentorship and performance feedback for staff

  • Provide budgets and coordinate engagements to promote efficient and profitable engagements

  • Recognize and inform senior management of opportunities to increase level and types of services to clients

  • Handle routine client tax questions, and work with clients to collect necessary information for tax return completion and compliance

  • Stay informed about Firm capabilities other than tax compliance area, and promote these activities to clients when appropriate

  • Complete research and special projects as needed

  • Converse with taxing authorities and represent the clients on tax notices, audits and other controversy matters

  • Travel to client sites as needed (less than 5%)

 

Basic Qualifications:

 

  • CPA, JD, or Enrolled Agent

  • Minimum of 6+ years of recent experience in Public Accounting with an emphasis in taxation (i.e.: Tax Accountant)

  • Strong technical skills related to review of tax returns

  • Strong experience with Individual Taxation (high net worth aka $10M +)

  • Some experience in Trust & Estate planning and Family Office services

  • Experience with family limited partnerships and operating partnerships

  • Bachelor's degree in Accounting

  • Understanding of tax code and technical aspects of tax preparation and compliance

  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements

 

Preferred Qualifications:

 

  • Effective verbal and written communication skills, as well as good computer skills

  • Ability to handle multiple tasks simultaneously

  • Experience with a national, regional or local accounting firm is a plus

 



A little about us:
The leading provider of audit, tax & consulting services focused on the middle market.

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