Job Title: Tax Senior Manager - Personal Financial Services
Job Responsibilities:
The Tax Senior Manager in Personal Financial Services at the company is responsible for providing a wide range of business advisory services to private companies, focusing on audit, tax compliance, and planning to enhance operational efficiency and allow clients to focus on business strategy. Key responsibilities include:
- Working as part of a team to solve complex business issues from strategy to execution.
- Encouraging team members to voice their opinions and ensuring everyone's participation.
- Effectively handling ambiguous and unstructured problems and situations.
- Initiating open and candid coaching conversations at all levels.
- Balancing big picture thinking with attention to relevant details.
- Anticipating stakeholder needs and developing potential solutions proactively.
- Contributing technical knowledge in the area of specialization.
- Fostering an environment where people and technology collaborate to achieve more.
- Navigating the complexities of cross-border and/or diverse teams and engagements.
- Building trust through open conversations with teams, clients, and stakeholders.
- Upholding the company's code of ethics and business conduct.
In addition, the role involves helping high net worth individuals and private wealth management structures with advisory needs such as audit, tax compliance, and planning to improve operational efficiency and focus on personal wealth strategy. The team assists clients in developing, designing, and implementing plans to achieve personal wealth goals and maintain them for future generations.
Education and Experience Information:
- 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 as a business advisor, including developing new relationships and selling new services with a "One Firm" service mindset.
- Familiarity with a CRM system.
- Demonstrates intimate-level knowledge of automation and digitization in a professional services environment.
- Innovates through new and existing technologies and experiments with digitization solutions.
- Works with large, complex data sets to build models and leverages data visualization tools to provide insights to clients.
- Utilizes digitization tools to reduce hours and optimize engagements.
- Advances pricing strategy through the use of pricing tools and influences 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. This range is applicable for roles based in Maryland, and actual compensation 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.
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 status, marital status, citizenship status, or any other status protected by law. The company also complies with various Fair Chance Ordinances where applicable, considering arrest or conviction records for employment in accordance with these laws.
