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 related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns. This role involves preparing and leading client meetings on compliance and consulting projects that pertain to tax planning opportunities and the tax implications of transactions for clients. The Tax Manager will also train, mentor, and supervise both new and experienced Tax Consultants and Tax Seniors. Additional duties involve taking on lead client-contact roles, handling billing and profitability analysis on engagements, and participating in marketplace eminence building and pursuits.
Education and Experience Information:
Required qualifications include the ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week and the ability to travel up to 25% on average. Candidates must have over 5 years of public accounting experience, with at least 3 years in investment management. One of the following accreditations is required: Licensed CPA in the state of practice/primary office, Licensed Attorney, or Enrolled Agent. Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are also recognized. A Bachelor's degree in accounting, finance, or another business-related field is necessary. Experience reviewing partnership and/or trust documents, managing projects including scheduling, budgeting, client correspondence, and billing, and strong communication, interpersonal, and organizational skills are essential. Excellent research and writing skills are also required.
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 this role is estimated to be between $93,660 to $213,200. This range considers various factors, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. It is noted that it is not typical for an individual to be hired at or near the top of the range for their role, as compensation decisions are dependent 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, which may include an award depending on various factors, such as individual and organizational performance.
The company emphasizes the importance of recruiting tips, benefits, a supportive culture, and professional development opportunities for its employees. The organization values diversity and inclusivity, ensuring all qualified applicants receive consideration for employment without discrimination. The company is committed to making a positive impact through its work with clients and community engagements.
