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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Senior Manager - Private Client Services The candidate will oversee, manage, and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Senior Managers are involved in the process of marketing, designing, and implementing tax-planning strategies for clients and manage to budget. Senior Managers maintain active communication with clients to ensure satisfaction, meet deadlines, and lead change effectively. Conduct primary and secondary review of complex tax returns including federal and state filings. Senior Managers lead their teams in knowledge of software, processes, and workflows. Senior Managers participate in the professional development of Associates, Senior Associates, and Managers, which involves supervising, training, mentoring, and evaluating performance. Bachelor’s and/or Master's degree required; Accounting, Finance, Economics or related degree preferred; Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); 6+ years of relevant work experience with an accounting firm, including at least 5 years of Private Client experience; Leadership and organizational skills; Excellent communication skills, both written and verbal; Exceptional interpersonal skills and a natural facilitator; Excellent problem solving and analytical skills; and Proficient use of technology including MS Excel.
ID: 2019-3184
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