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Years of Experience
Date Last Verified
ProfileTax Manager - Private Client Services Duties: Managing various responsibilities, from technical planning and advising of clients that include high-profile individuals of extremely high net worth, and expectations to match. Personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. Researching tax issues to develop effective tax planning strategies. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Communicating complex tax issues to non-tax professionals and clients. Maintaining reputation in field by constantly updating and sharing technical and finest practice knowledge. Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel. Identifying and reacting to risks and opportunities to improve services and processes.
Qualification and Experience
Qualifications: A bachelor's degree in a related field, supported by significant tax or financial planning experience. A CPA certification or membership in The Bar. 5+ years of work experience in professional services or professional tax organization. A thorough understanding of estate and wealth planning. Experience with federal and state personal and trust income tax. Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds. A thorough understanding of automated tax processing systems and laws within area of technical professionalism. A commitment to continuing learning. A proven record in high net-worth tax planning. A proven record in a professional services environment. Experience in coaching and mentoring junior colleagues. Strong analytical skills and attention to detail. The ability to adapt work style to work with both internal and client team members.
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