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Years of Experience
Date Last Verified
Tax - Senior Manager - Family Wealth Services Candidate will provide high level personal financial and estate planning services. Review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedback to the supervised. Conduct internal training courses or seminars on technical subjects.
Qualification and Experience
The candidate should have an undergraduate or graduate degree in Accounting. Master's Degree in Accounting or Taxation or Law is desired. CPA licensure or JD degree is required. Recent public accounting experience is required. Tax Advisory and Estate Planning experiences are required. 9+ years' experience in dealing with high net worth clients is required. 4+ years of managerial experience is required. Proficiency in Microsoft Office applications is required. Exposure to Tax preparation and research software required, specifically Go Systems, CCH, BNA, ProFx is desired.
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