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In-House
Attorney
Litigation - Whistleblower - CFTC
Tax
Min 5 yrs required
Tax Manager, Private Client Services Candidate will provide leadership in timely and quality delivery of services to assist the expectations of clients. Will also be responsible for the development and motivation of PCS engagement staff and provide the staff with leadership, counseling and career guidance.
Qualification and Experience
Candidate should have a Bachelor's degree in Accounting, Finance or other business related field. Masters of Accounting-Tax or LLM-Tax is a plus. CPA license or Member of a State Bar is required. CFP or PFS certification is a plus. Business development experience, through targeted relationship building and client referrals is a plus. 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 is required. c
Candidate should have a Bachelor's degree in Accounting, Finance or other business related field. Masters of Accounting-Tax or LLM-Tax is a plus. CPA license or Member of a State Bar is required. CFP or PFS certification is a plus. Business development ex
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