Attorney in Oklahoma City, OK

In-House

Oklahoma City, OK

Attorney in Oklahoma City, OK

Non-practicing Attorney

Min 6 yrs required

No

Job Title:
Tax Senior Manager - Personal Financial Services

Job Responsibilities:
A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with a broad range of business advisory needs, including audit, tax compliance, and planning, aimed at enhancing operational efficiency and allowing more time to focus on business strategy. The role involves experiencing the entire business life cycle of a private company from inception to growth, maturity, and transition. The team aids clients in developing, designing, and implementing plans to achieve personal wealth goals and ensure maintenance for future generations. This involves analyzing the tax efficiencies of income tax, investment, insurance, risk, and other lifestyle investments planning to establish a foundation for financial longevity.

As a Senior Manager, responsibilities include:
- Working as part of a team of problem solvers, addressing complex business issues from strategy to execution.
- Encouraging everyone to have a voice and inviting opinions from all, including quieter team members.
- Effectively dealing with ambiguous and unstructured problems and situations.
- Initiating open and candid coaching conversations at all levels.
- Moving easily between big-picture thinking and managing relevant details.
- Anticipating stakeholder needs and developing and discussing potential solutions before they are required.
- Contributing technical knowledge in the area of specialism.
- Fostering an environment where people and technology thrive together to accomplish more than they could apart.
- Navigating the complexities of cross-border and/or diverse teams and engagements.
- Initiating and leading open conversations with teams, clients, and stakeholders to build trust.
- Upholding the company's code of ethics and business conduct.

Education and Experience Information:
Basic Qualifications:
- Minimum Degree Required: Bachelor Degree
- Required Fields of Study: Accounting
- Minimum Years of Experience: 6 years

Certification(s) Required:
- CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify for this opportunity.

Preferred Qualifications:
- Demonstrates intimate-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals on financial planning, wealth transfer planning, business succession planning, or trust and estate work.
- Possesses comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance.
- Possesses considerable experience identifying and addressing client needs.
- Leading as a business advisor, developing new relationships, making introductions to sell new services with a "One Firm" service mindset.
- Preferred familiarity with a CRM system.
- Demonstrates intimate-level knowledge of automation and digitization, leading by example in a professional services environment.
- Innovating through new and existing technologies, experimenting with digitization solutions.
- Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.
- Utilizing digitization tools to reduce hours and optimize engagements.
- Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.

Salary Information:
The salary range for this position is $119,300 - $328,000, with eligibility for an annual discretionary bonus. For roles based in Maryland, this is the listed salary range. Actual compensation within the range will depend on the individual's skills, experience, qualifications, location, and applicable employment laws. The company offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Other Information:
The company does not intend to hire experienced or entry-level job seekers who will need sponsorship through the H-1B lottery, except as set forth within specific policies. The company is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran, marital, or citizenship status, or any other status protected by law.

For applicants impacted by ordinances such as the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and others, arrest or conviction records will be considered for employment in accordance with these laws. The company recognizes that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. These factors are evaluated thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed. The anticipated application deadlines can be found on the company's website.