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Tax Services Manager â€“ Business Tax Services â€“ Private Client Services The candidate will play a key role in that mission, providing tailored tax and financial planning for some of most prestigious clients across all backgrounds. Depending on unique skills and ambitions, could be managing various responsibilities, from technical planning and advising of clients that include high-profile individuals/families with ultra high net worth, and expectations to match. That will make a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Duties: Researching tax issues to develop effective tax planning strategies. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service. Communicating complex tax issues to non-tax professionals and clients. Maintaining reputation in field by constantly updating and sharing technical and finest practice knowledge. Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel. Identifying and reacting to risks and opportunities to improve services and processes.
Qualification and Experience
The candidate should have Bachelor's degree in a related field, supported by significant tax or financial planning experience. A CPA certification or membership in The Bar is required. Should have 5 years of work experience in professional services or professional tax organization. A thorough understanding of estate and wealth planning is required. Must have experience with federal and state personal and trust taxation. Should have experience in coaching and mentoring junior colleagues. Should have experience with flow through entities (S-Corps, Partnerships, LLCâ€™s). Must have excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds. A thorough understanding of automated tax processing systems is required. A proven record in high net-worth tax planning is needed. Must have strong analytical skills and attention to detail.
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