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Tax Services Senior Manager - Private Client Services The candidate will be 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 your reputation in your field by constantly updating and sharing technical and finest practice knowledge. Supervising high-performing teams and sharing your experience and knowledge of leading-practices. Identifying and reacting to risks and opportunities to improve our services and processes. Must have s bachelor's degree in a related field, supported by significant tax or financial planning experience and a CPA certification or membership in The Bar. Should have 8+ years of work experience in professional services or professional tax organization. Must have a thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax. Experience managing budgets and projects required.
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