Job Details

Tax - Senior Manager - Private Client Services

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Organization Type


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Years of Experience

Min 10 yrs required


Phoenix, AZ

Date Last Verified

Oct 14,2017

Posted on

May 17,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Tax - Senior Manager - Private Client Services The candidate will provide timely, high quality client service that meets or exceeds client expectations. Will provide training, professional development, career mentorship and performance feedback for staff. Provide budgets and coordinate engagements to promote efficient and profitable engagements. Recognize 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. CPA, JD, degree or Enrolled Agent is needed. Bachelor's degree in Accounting is essential. Master's degree of Accounting is needed. Experience with a national, regional or local accounting firm is a plus. Experience with research tools, RIA Checkpoint and CCH is desired. Should have 10+ years of recent experience in Public Accounting with an emphasis in taxation. Strong experience with Individual Taxation (high net worth aka $10M +) is needed. Experience in Trust & Estate planning and Family Office service is essential. Experience with S and C corporation taxation is advantageous. Experience with family limited partnerships and operating partnership is essential. Experience with charitable entitie is advantageous.

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Ref: SWMC19359

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