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Years of Experience
Date Last Verified
Tax Senior Manager - Private Client Services Duties: Oversee the efforts of multiple teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget. Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors, such as attorneys and financial asset managers. Write-up of books and records for business and charitable entities. Reviewing personal, fiduciary, and foundation income tax returns. Maintaining and fostering relationships with clients and brokers. Demonstrating an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments. Maintain regular contact with assigned clients and develop strong relationships through personal attention, timeliness of service, and good money saving advice. Researching tax laws and preparing tax memorandum on technical issues. Proven track record of sales/revenue generation. Expanding services to existing clients and developing new business relationships. Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
Qualification and Experience
Qualifications: Bachelor's degree. CPA License or JD Degree required. Tax Advisory and Estate Planning experience required. 10+ years of progressive tax consulting in Family Wealth Planning or related area in public accounting or consulting. Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. Preferred: Master’s Degree in Taxation or Law Degree desired. Experience working with Private Foundations. Recent public accounting experience required. Ability to establish and maintain strong client relationships. Proven ability to develop new business relationships and expand services to existing clients. Excellent communication skills-both oral and written. Proficiency in Microsoft Office applications required. Experience with tax preparation software required – ProFx, BNA Income Tax Planner, and Go Systems desired. Experience with research tools required – RIA Checkpoint and CCH desired.
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