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In-House
Attorney
Litigation - Whistleblower - CFTC
Tax
Min 5 yrs required
Tax Manager, Private Wealth The candidate will provide leadership in timely and quality delivery of services to assist the expectations of our clients. Will also responsible for the development and motivation of Private Wealth engagement staff and provide the staff with leadership, counseling and career guidance. In addition, also review the work of Private Wealth Seniors as a quality control check and to train Private Wealth Seniors on how to best serve and advise clients. Must have Bachelor's degree in Accounting, Finance or other business related field. Masters of Accounting-Tax or LLM-Tax a plus. CPA license or Member of a State Bar required. Business development experience, through targeted relationship building and client referrals, a plus. CFP or PFS certification a plus. Should have 5+ years of general tax experience, preferably with 3 years' experience in individual, trust and business flow through entity taxation, as well as experience working with high-net worth individuals and families, corporate executives, and/or owners of closely held businesses. Must have strong written and verbal communications skills.
Reference Code: 3591337
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