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Years of Experience
Date Last Verified
ProfileTax Services Senior 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 the field by constantly updating and sharing technical and finest practice knowledge. Supervise high-performing teams and share experience and knowledge of leading-practices. 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 and a CPA certification or membership in the Bar. Must have 8+ years of work experience in professional services or professional tax organization. A thorough understanding of estate and wealth planning as well as experience with federal and state personal and trust income tax is required. A thorough understanding of automated tax processing systems and laws within area of technical professionalism is needed. Experience managing budgets and projects is a must. A proven record in high net-worth tax planning is a plus.
Ref. #: NEW00ICW