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Years of Experience
Date Last Verified
ProfileTax Manager - High Net Worth / Private Client Services Duties: Serve as members of various client service teams and must possess strong technical knowledge of individual, trust and partnership income tax planning, consulting and compliance. In addition to the preparation and review of tax returns, Tax Managers participate in identifying client issues and communicating with clients and financial managers. Conduct research on various client issues, and supervise Associates and Senior Associates. Participation in the professional growth and development of Associates and Senior Associates is also a key component of Managers’ responsibilities.
Qualification and Experience
Requirements: Bachelor’s and/or Master's degree required; Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0; Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD Degree); 5+ years relevant work experience with an accounting or law firm, including 3+ years of PCS experience; Leadership and organizational skills; Excellent communication skills, both written and verbal; Exceptional interpersonal skills and a natural facilitator; Excellent problem solving and analytical skills; and Proficient use of technology including MS Excel. Experience with estate and gift tax planning is a plus. Maintain strong written and oral presentation skills.