Attorney in Baltimore, MD

In-House

Baltimore, MD

Attorney in Baltimore, MD

Non-practicing Attorney

6-10 yrs required

No

Job Title: Private Wealth Services Tax Manager

Job Responsibilities:
- Conduct primary and secondary reviews of complex tax returns.
- Provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients.
- Collaborate with the Private Wealth Services Tax team to make recommendations on return preparation and tax savings opportunities.
- Focus on accuracy, quality, and client service.
- Provide tax planning and consulting for estate, wills and trusts taxation, and individual income taxes.
- Interact closely with clients' other advisers, such as attorneys and financial asset managers.
- Manage multiple client service teams on client engagements; plan, execute, direct, and complete tax projects in a variety of industries.
- Provide innovative tax planning, consulting, and compliance expertise to clients; actively assist in proposal activities and manage to budget.
- Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
- Research and consult on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas.
- Utilize tax-related software to prepare and process returns and research tax matters.
- Respond to inquiries from the IRS and other tax authorities.
- Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships.
- Support business development activities, such as identification, proposal development, and other pursuit activities at clients.
- Perform other duties as assigned.

Education and Experience Information:
- Bachelor's degree in Accounting is required.
- CPA or licensed member of the Bar or Enrolled Agent designation (with a Master's Degree) is required.
- Minimum of six to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of industry and public accounting experience.
- Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies.
- Excellent analytical, technical, and tax accounting/technology skills.
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
- Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
- Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.

Salary Information:
- The base salary range for this position in the company's Baltimore MD office only is between $120,000 to $180,000.

Additional Details:
- The company promotes equal employment opportunities without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition, or any other characteristic protected by applicable federal, state, or local law.
- Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, the company provides reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. This policy applies to all aspects of employment, including the application process.