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ProfileTax Manager - Private Client Services The candidate will research tax issues to develop effective tax planning strategies. Will translate complex data from a range of sources into client-ready insights and deliverables. Build effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Communicate complex tax issues to non-tax professionals and clients. Should have a Bachelor's degree in a related field, supported by significant tax or financial planning experience. CPA certification or membership in the Bar is required. Must have 5+ years of work experience in professional services or professional tax organization. A thorough understanding of estate and wealth planning is required. Experience with federal and state personal and trust income tax is needed. Should have a thorough understanding of automated tax processing systems and laws within area of technical professionalism. A proven record in high net-worth tax planning is preferred.
Ref. #: SAN0071W