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Years of Experience
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Tax Senior Manager - Private Wealth - Investment Management The candidate in Private Wealth Tax practice, will lead high level tax research for individual, partnership, closely-held corporations and estate planning. Will lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions on the client. Will take the lead in client-contact roles and profitability analysis on engagements.
Qualification and Experience
The candidate should have Bachelor's degree in accounting, finance, or other business-related field. Certification required: CPA, JD, JD/LLM, Enrolled Agent or other appropriate certification. Should have 8+ years of public accounting experience with a specialization within private wealth/investment management or equivalent in law firms or industry. Must have experience managing projects including scheduling, budgeting, client correspondence, and billing. Should have experience with business development and managing new client pursuits within the marketplace. Must have strong communication, interpersonal, and organizational skills. Should have excellent research and writing skills,
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