Attorney in Des Moines, IA

In-House

Des Moines, IA

Attorney in Des Moines, IA

Non-practicing Attorney

5-5 yrs required

No

Job Title: Tax Manager - Private Wealth

Job Responsibilities:
As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include performing high-level reviews of tax research for individuals, fiduciaries, partnerships, closely-held corporations, estates, and gift work papers and tax returns. The role requires preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and understanding the tax implications of transactions for clients. Additionally, the Tax Manager is responsible for training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors. The role involves taking on lead client-contact roles, conducting billing and profitability analysis on engagements, and participating in marketplace eminence building and pursuits. The Tax Manager will work within a hybrid work model and may require travel up to 25%, depending on the work and clients served.

Education and Experience Information:
- A bachelor's degree in accounting, finance, or another business-related field is required.
- A minimum of 5 years of public accounting experience is required, with at least 3 years in investment management.
- Candidates must possess one of the following accreditations: Licensed CPA in the state of practice/primary office if eligible to sit for the CPA, or if not CPA eligible, a licensed attorney or Enrolled Agent. Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are also acceptable.
- Experience in reviewing partnership and/or trust documents is necessary.
- Experience in managing projects, including scheduling, budgeting, client correspondence, and billing, is required.
- Strong communication, interpersonal, and organizational skills are necessary.
- Excellent research and writing skills are essential.
- Preferred qualifications include an advanced degree such as MST, MAcc, JD, or LLM, prior experience with a Big 4 or large CPA firm, and knowledge of fund accounting and general ledger accounting.

Salary Information:
The wage range for the Tax Manager - Private Wealth position is $93,660 to $213,200. This range takes into account various factors, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program. The award, if any, depends on various factors, including individual and organizational performance.

[Note: The job is available in multiple locations across the United States, but specific contact information, addresses, and phone numbers have been removed as per the instructions.]