Attorney in Midland, MI

In-House

Midland, MI

Attorney in Midland, MI

Non-practicing Attorney

5-5 yrs required

No

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.
- Preparing and leading client meetings on compliance and consulting projects focused on tax planning opportunities and the tax implications of transactions.
- Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors.
- Taking on lead client-contact roles, managing billing, and conducting profitability analysis for engagements.
- Involvement in marketplace eminence building and pursuits.

Education and Experience Information:
Required qualifications for this role are:

- Ability to perform job responsibilities within a hybrid work model requiring US Tax professionals to co-locate in person 2 to 3 days per week.
- Ability to travel up to 25% on average, based on the work and clients served.
- A minimum of 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 if eligible to sit for the CPA.
- If not CPA eligible, a Licensed Attorney or Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
- A Bachelor's degree in accounting, finance, or another business-related field.
- Experience in reviewing partnership and/or trust documents.
- Experience managing projects, including scheduling, budgeting, client correspondence, and billing.
- Strong communication, interpersonal, and organizational skills.
- Excellent research and writing skills.

Preferred qualifications include:

- An advanced degree such as MST, MAcc, JD, or LLM.
- Prior experience in Big 4 or large CPA firms.
- Knowledge of fund accounting and general ledger accounting.

Salary Information:
The wage range for this role is influenced by various factors, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate is $93,660 to $213,200. However, it is not typical for individuals to be hired at or near the top of the range for their role, as compensation decisions are dependent on the specifics of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, with awards being contingent on individual and organizational performance.