Job Details

Manager - Private Client Services

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 5 yrs required

Location

McLean, VA

Date Last Verified

Oct 12,2017

Posted on

Feb 20,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Manager - Private Client Services The candidate will serve as members of various client service teams and must possess strong technical knowledge of individual, trust and partnership income tax planning, consulting and compliance. Experience with estate and gift tax planning is a plus. In addition to the preparation and review of tax returns, Tax Managers participate in identifying client issues and communicating with clients and financial managers. Managers must possess and maintain strong written and oral presentation skills, conduct research on various client issues, and supervise Associates and Senior Associates. Participation in the professional growth and development of Associates and Senior Associates is also a key component of Managers’ responsibilities. A Bachelor’s and/or Master's degree required; Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0. Must have advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD). Should have 5 years relevant work experience with an accounting or law firm, including at least 3 years of PCS experience. Must have proficient use of technology including MS Excel.

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