Job Details

Tax Manager - Private Wealth Services

Company name

Organization Type


Job Type


Years of Experience

Min 7 yrs required


Appleton, WI

Date Last Verified

Oct 12,2017

Posted on

Jun 23,2017
Practice Area
Tax >> Tax - General
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Tax Manager - Private Wealth Services The candidate will be the primary contact for the review of estate planning for high net worth clients by providing assistance in understanding family dynamics, the nature and value of the estate, and fundamental estate planning goals. Will also facilitate long-term family planning aimed at multi-generational wealth preservation. Legacy planning. Trust planning, modeling and compliance. Review of trust agreements. Trust administration - collect and distribute income, process transactions, generate reports and statements, and prepare income tax returns. Estate and trust settlement. Plan and schedule tax engagements with clients and firm resources. Serve as the main tax point of contact within firm for clients. Responsible for clients receiving proactive communication and timely service. Perform detailed reviews of tax work papers and provision calculations completed by other associates. Review tax returns, tax research, tax communications, and other requested deliverables. Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner. Provide training, direction, and supervision to staff and senior accountants. Participate in and provide leadership for firm initiatives and projects. Maintain technical expertise.

Qualification and Experience

The candidate must have 7+ years of job related experience. Bachelor’s Degree in Accounting or an equivalent combination of education and experience, with a Masters in Taxation or Law Degree preferred. CPA certification required. Prior Pass-through Entities, transactional experience is required. Public accounting experience desired. Must have management and/or mentoring experience with other staff members. Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, tax preparation software (ProSystems), tax research software (RIA), and Go File Room is strongly desired.

Additional info

Job ID 2017-1801

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