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Years of Experience
Date Last Verified
ProfileTax 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)). 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 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. Travel to client sites as needed.
Qualification and Experience
The candidate should have CPA, JD degree or Enrolled Agent. Must have Bachelor's degree in Accounting. Must have 8+ years of recent experience in Public Accounting with an emphasis in taxation (i.e.: Tax Accountant). Strong technical skills in accounting and review of tax returns is required. Must have strong experience with Individual Taxation (high net worth aka $10M +). Must have experience in Trust and Estate planning and Family Office services. Must have experience with S and C corporation taxation. Experience with family limited partnerships and operating partnerships is required. Experience with charitable entities is required. Understanding of tax code and technical aspects of tax preparation and compliance is required. Experience with a national,regional or local accounting firm is a plus.