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Years of Experience
Date Last Verified
ProfileTax Services Manager - Private Client Services The candidate will research tax issues to develop effective tax planning strategies. Will translate complex data from a range of sources into client-ready insights and deliverables. Build effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Communicate complex tax issues to non-tax professionals and clients. Maintain reputation in field by constantly updating and sharing technical and finest practice knowledge. Manage, coach and develop a team of tax professionals, review work and help to confirm they have the knowledge, tools and opportunities they need to excel. Identify and react to risks and opportunities to improve services and processes.
Qualification and Experience
The candidate should have a Bachelor's degree in a related field, supported by significant tax or financial planning experience. CPA certification or membership in the Bar is required. Must have 5+ years of work experience in professional services or professional tax organization. A thorough understanding of estate and wealth planning is required. Experience with federal and state personal and trust income tax is needed. A thorough understanding of automated tax processing systems is essential. Should preferably have a proven record in high net-worth tax planning. Experience in coaching and mentoring junior colleagues is desired.
Ref. #: NEW00ICR