This is the **MEMBERS ONLY**SIGN UP NOW***. difference.
Tax Manager - Private Client:
Salary Information:
- 5 years or more of related experience in public accounting, law firm, or trust department
- Bachelor or graduate degree in accounting, finance, or a related field
- CPA license or . degree and bar admission
- Experience managing multiple client engagements
Job Title: Tax Manager - Private Client
Experience Information:
- 5 years or more of related experience in public accounting, law firm, or trust department
- Experience managing multiple client engagements
Description:
- **MEMBERS ONLY**SIGN UP NOW***.' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.
- Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth.
- The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
- The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.
Responsibilities:
- Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
- Developing, building, and managing client relationships as part of the proposal process
- Participating in networking activities to further expand business opportunities and client relationships
- Maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges
- Assisting with managing, developing, and coaching professional tax staff
- Reviewing and managing projects prepared by tax associates and seniors
- Delegating responsibilities to others and monitoring efforts of engagement teams
- Using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
- Researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
Qualifications:
- 5 years or more of related experience in public accounting, law firm, or trust department
- Bachelor or graduate degree in accounting, finance, or a related field
- CPA license or . degree and bar admission
- Experience managing multiple client engagements
Location:
- Multiple Locations: Austin, TX, USA • San Antonio, TX, USA
Company:
- **MEMBERS ONLY**SIGN UP NOW***.
Department:
- Private Client
H1 Heading:
- Become a Tax Manager for Private Clients at **MEMBERS ONLY**SIGN UP NOW***.
H2 Headings:
- Join Our Team and Make a Difference
- Responsibilities of a Tax Manager - Private Client
- Qualifications for the Role
Bold Headlines:
- Tax Manager - Private Client: A Rewarding Opportunity at **MEMBERS ONLY**SIGN UP NOW***.
- Join Our Team and Help Clients Grow, Preserve and Protect Their Wealth
- Are You a Dedicated and Experienced Tax Professional? Join Our Team!
- **MEMBERS ONLY**SIGN UP NOW***.: A Legacy of Providing Unmatched Client Experiences for Over 100 Years.
