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Induction, Deduction, and Your Career
In-House
Attorney
Litigation - Whistleblower - CFTC
Tax
Min 3 yrs required
Tax Manager - Private Client Services Duties: Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Demonstrate an understanding of complex financial planning concepts and income tax matters and effectively apply knowledge to various clients. Develop and deliver timely and high-quality services and work products that meet or exceed client expectations. Identify business development opportunities. 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. Participate in managing the PCS group by assisting with forecasting future work, delegating work effectively, and resolving staffing issues. Supervise staff and seniors, 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 5 years of related work experience; or a graduate degree and 4 years of related work experience; degree with a concentration in accounting, finance, economics or a related field; an advanced degree in tax or law is desired; CPA, J.D. Degree, CFP or Enrolled Agent certification; 3+ years of tax and/or financial planning or relevant experience; excellent supervisory, interpersonal, analytical, and problem-solving ability; strong written and verbal communication skills; a commitment to learning in a tax and financial planning technology environment; proficiency in technology applications.
Ref - KAN0008V
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