Attorney in Philadelphia, PA

In-House

Philadelphia, PA

Attorney in Philadelphia, PA

Non-practicing Attorney

Min 8 yrs required

No

Job Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS)

Job Responsibilities:
- Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
- Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.
- Conduct primary review of complex tax returns and maintain regular communication with clients.
- Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
- Provide training and supervision to staff members, including reviewing and evaluating their work.
- Occasionally travel locally to clients' locations as required.
- Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
- Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
- Collaborate with other tax professionals within the company to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
- Hold self and direct reports accountable for achieving developmental goals.

Education and Experience Information:
- Bachelor’s Degree in Accounting or equivalent field is required.
- 8+ years of tax compliance experience, specializing in individual, fiduciary, estate, and gift taxation.
- Recent Public Accounting experience is essential.
- CPA, JD, or IRS Enrolled Agent Certification is required.
- Preferred qualifications include a Master’s Degree in Taxation or a relevant field.
- Experience using GoSystems or CCH Axcess tax software is desirable.

Salary Information:
The text does not provide specific salary information.

Additional Information:
The position offers flexibility in terms of office location due to the company's hybrid working model. The Private Client Services Team at the company connects family-owned, closely-held businesses and high net worth individuals with solutions to reach their financial goals. The company is committed to diversity and inclusion, and does not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.