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Years of Experience
Date Last Verified
Tax Manager - Private Client Services Duties: Managing responsibilities, from technical planning and advising of clients that include high-profile individuals of extremely high net worth, and expectations to match. 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. Coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. 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 our services and processes.
Qualification and Experience
Qualifications: A bachelorâ€™s degree in a related field, supported by significant tax or financial planning experience. A CPA certification or membership in The Bar. 5+ years of work experience in professional services or professional tax organization. Experience with federal and state personal and trust income tax. Experience in coaching and mentoring junior colleagues. A thorough understanding of estate and wealth planning. 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 and laws within your area of technical professionalism. A commitment to continuing learning. A proven record in high net-worth tax planning. A proven record in a professional services environment. Strong analytical skills and attention to detail. The ability to adapt your work style to work with both internal and client team members.
Ref - DAL004KW
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