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Years of Experience
Date Last Verified
ProfileTax - Senior Manager - Private Client Services The candidate will oversee multiple tax teams on various engagements to include technical review of returns; Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)). Will provide timely, high quality client service that meets or exceeds client expectations. Provide training, professional development, career mentorship and performance feedback for staff. Provide budgets and coordinate engagements to promote efficient and profitable engagements. Recognize opportunities to increase level and types of services to clients. Handle routine client tax questions, and work with clients to collect necessary information for tax return completion and compliance. Stay informed about Firm capabilities other than tax compliance area, and promote these activities to clients when appropriate. Complete research and special projects as needed. Converse with taxing authorities and represent the clients on tax notices, audits and other controversy matters.
Qualification and Experience
The candidate should have a CPA, J.D. degree, or be Enrolled Agent. Should have Bachelor's degree in Accounting. Master's degree of Accounting preferred. Must have 10+ years of recent experience in Public Accounting with an emphasis in taxation. Strong technical skills in accounting and review of tax returns needed. Strong experience with Individual Taxation (high net worth aka $10M+) essential. Experience in Trust and Estate planning and Family Office services needed. Experience with S and C corporation taxation a must. Experience with family limited partnerships and operating partnerships required. Experience with charitable entities essential. Experience with a national, regional or local accounting firm is a plus. Experience with research tools, RIA Checkpoint and CCH desired. Understanding of tax code and technical aspects of tax preparation and compliance needed.
Job ID: RSM340