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Years of Experience
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Tax Manager, Private Wealth The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and will begin to be involved in marketplace eminence building and pursuits.
Qualification and Experience
The candidate should have Bachelor's degree in accounting, finance, or other business-related field. CPA, Enrolled Agent, or other appropriate certification (or in process of obtaining). Should have 4+ years of public accounting experience (3+ years in investment management) or equivalent in law firms or industry. Experience reviewing partnership and/or trust documents. Experience managing projects including scheduling, budgeting, client correspondence, and billing. Strong communication, interpersonal, and organizational skills. Excellent research and writing skills. Ability to travel. Preferred: Advanced degree such as MST, MAcc, JD, or LLM. Prior Big 4 experience. Knowledge of fund accounting and general ledger accounting.
Requisition code: E18STATMGRSA009-PW
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