Job Title: Tax Senior Manager - Personal Financial Services
Job Responsibilities:
As a Tax Senior Manager in the Personal Financial Services practice at the company, you will play a pivotal role in assisting private companies with a range of advisory needs such as audit, tax compliance, and planning. Your responsibilities will include:
- Working as part of a team of problem solvers to address complex business issues from strategy to execution.
- Encouraging team members to share their opinions and fostering an inclusive environment.
- Dealing with ambiguous and unstructured problems and situations effectively.
- Initiating open and candid coaching conversations across all levels.
- Balancing big-picture thinking with attention to relevant details.
- Anticipating stakeholder needs and developing potential solutions proactively.
- Contributing technical knowledge in your area of specialization.
- Creating an environment where people and technology work together effectively.
- Navigating the complexities of cross-border and diverse teams and engagements.
- Leading open conversations with teams, clients, and stakeholders to build trust.
- Upholding the company's code of ethics and business conduct.
Additionally, you will focus on helping High Net Worth Individuals and private wealth management structures with a range of advisory needs, including audit, tax compliance, and planning to enhance their operational efficiency and focus on personal wealth strategy. Your role will involve developing, designing, and implementing plans to achieve clients' personal wealth goals and ensuring maintenance for future generations.
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 consultant with high net worth individuals in areas such as financial planning, wealth transfer planning, and 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.
- Considerable experience in identifying and addressing client needs.
- Experience leading as a business advisor, including developing new relationships, making introductions to sell new services, and adopting a "One Firm" service mindset.
- Preferred familiarity with a CRM system.
- Demonstrates intimate-level knowledge of automation and digitization and leads by example in a professional services environment, including innovating through new and existing technologies, working with large, complex data sets, utilizing digitization tools to optimize engagements, and advancing pricing strategy through pricing tools and alternative fee arrangements.
Salary Information:
The salary range for this position is $119,300 - $328,000, with the possibility of an annual discretionary bonus. For roles based in Maryland, this is the listed salary range. Actual compensation will depend on the individual's skills, experience, qualifications, location, and applicable employment laws. The company offers a comprehensive range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
The company is an equal opportunity employer and adheres to fair chance hiring ordinances where applicable. Applications will be accepted until the position is filled or the posting is removed.
