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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Tax
Min 8 yrs required
Tax Senior Manager - Private Client Services Responsibilities: Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Develop and deliver timely and high-quality services and work products that meet or exceed client expectations. Identify, pursue, and close business development opportunities. Represent clients before third parties. Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education for professional development and growth. Thoroughly and accurately analyze information. Prepare quality, practical tax planning for the client’s financial situation and arrive at appropriate conclusions. Participate in client meetings and work within a team environment to deliver integrated advisory services to clients. Develop budgets, determine resource requirements, and direct/monitor engagements. Actively manage the PCS group by assisting with forecasting future work, delegating work effectively, and resolving staffing issues. Supervise managers, seniors and staff, review their work product for completeness and accuracy, and prepare it for client delivery. Assist in their professional development. Leverage technology to continually maximize productivity. Contribute to a flexible, stable, and team-oriented working culture that fosters development. Participate in recruiting efforts.
Qualification and Experience
Qualifications: Bachelor's degree and 8 years of related work experience; or Master's degree and 7 years of related work experience. Bachelor’s degree with a concentration in accounting, finance, economics or a related field (an advanced degree in tax or law is desirable). Tax and/or financial planning or relevant experience. CPA, JD or Enrolled Agent certification. Proficient knowledge of financial planning and tax laws with specialized knowledge in at least one technical area.
Ref. IND0037I
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