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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Tax
Trusts and Estates
Min 7 yrs required
Tax - Manager - Family Wealth Services Duties: Providing timely, high quality client service that meets or exceeds client expectations. Advising high net-worth and family office clients on a full spectrum of tax issues, including compliance, planning, and research. Overseeing and reviewing complex engagements. Recognizing and informing senior management of opportunities to increase level and types of services to clients, and assisting with new business development. Keeping abreast of latest legislative and judicial tax developments, as well as the Firm's standards and policies. Ensuring professional development through ongoing education and obtaining additional certifications. Developing and sustaining strong client relationships. Developing, motivating, and training staff level team members.
Qualification and Experience
Qualifications: Bachelor s degree in Accounting or closely related field. CPA certification and/or J.D. degree. Manager level experience within a public accounting firm with both general accounting and tax responsibilities. 7+ years' recent experience working in a public accounting environment, with exposure to high net-worth families and family office clients. Deep understanding of tax issues (income, estate, trust, gift, partnership, & corporate), including an understanding of related planning strategies. Excellent written and verbal communication skills. Highly developed problem solving and analytical skills. Project management and critical thinking skills.
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