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Tax Manager - Private Client Services The candidate will work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)). 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 and inform senior management of 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. Must have CPA, JD degree, or Enrolled Agent. Should have 5+ years of recent experience in Public Accounting with an emphasis in taxation (i.e.: Tax Accountant). Bachelor's degree in Accounting is essential. Masters of Accounting is preferred. Strong experience with Individual Taxation (high net worth aka $10M +) is required. Experience in Trust and Estate planning and Family Office services is needed. Experience with S and C corporation taxation is must. Experience with family limited partnerships and operating partnerships is essential. Experience with charitable entities is must. Experience with a national,regional or local accounting firm is a plus.
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