Tax Manager - Private Client Services

In this role, you will be part of our Private Client Services practice team focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation.  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), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF))

  • 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 

Basic Qualifications: 

  • CPA, JD, or Enrolled Agent

  • Minimum of 5+ years of recent experience in Public Accounting with an emphasis in taxation

  • Strong technical skills in accounting and review of tax returns

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

  • Experience in Trust & Estate planning and Family Office services

  • Experience with S and C corporation taxation

  • Experience with family limited partnerships and operating partnerships

  • Experience with charitable entities

  • 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: 

  • Masters of Accounting

  • 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 


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