Job Details

Tax - Senior Manager - Private Client Services

Company name

Organization Type


Job Type


Years of Experience

Min 4 yrs required


Charlotte, NC

Date Last Verified

Aug 15,2017

Posted on

May 17,2017
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
Apply for this job
Your Email:
Upload Resume:

53 hits


Tax - Senior Manager - Private Client Services The candidate will provide high level personal financial and estate planning services. Review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedback to those supervised. Conduct internal training courses or seminars on technical subjects. Must have undergraduate or graduate degree in Accounting. Should have CPA licensure or JD degree. Master's Degree in Accounting or Taxation or Law is desired. Recent public accounting experience is required. Tax Advisory and Estate Planning experiences is needed. 9+ years of experience in dealing with high net worth clients is must. 4+ years of managerial experience is essential. Proficiency in Microsoft Office applications is necessary. Exposure to Tax preparation and research software required, specifically Go Systems, CCH, BNA, ProFx is preferred.

Additional info

Ref: MAMC15808

Company info

Apply Now