Job Title: Tax Manager, Private Client Advisors (Estate, Gift, and Trust)
Job Responsibilities:
- Perform technical reviews of tax returns for high-net-worth individuals, focusing primarily on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns.
- Provide consultation on business and/or personal transactions and the related tax implications, consequences, and treatment.
- Develop responses to audits, notices, and inquiries from the IRS and other regulatory and tax authorities.
- Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines, and develop less experienced engagement personnel, primarily managers and supervisors.
- Review or conduct high-level research of complex or emerging tax issues and prepare memorandums to support conclusions.
- Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles.
- Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resources.
- Keep current with tax law changes and provide updates and training to the company’s tax practice members.
- Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management, and client relations.
Education and Experience Information:
- Bachelor's Degree in Accounting, Tax, Finance, or related discipline.
- Qualified to practice before the IRS (., JD, CPA, or EA).
- Minimum of 6 years' experience in public accounting in taxation or equivalent experience.
- Minimum of 2 years in a managerial role involving clients and team members.
- Possess a strong knowledge of accounting theory and federal, state, and local tax laws.
Preferred Qualifications:
- Master’s Degree in Taxation.
- Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax.
Salary Information:
- For Illinois residents, the compensation range for this position is $135,000 - $190,000. Compensation may vary based on skills, role, and location.
Benefits:
- Medical, dental, vision insurance.
- Generous PTO plan and paid sick time.
- Flexible work arrangements.
- 401K with Profit Sharing.
- Wellness program.
- Generous parental leave.
- 11 paid holidays.
Additional Information:
- Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
- Company complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
- Company expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of company employees to perform their job duties may result in discipline up to and including discharge.
- Company does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time.
- Certain states require disclosure of the pay range and benefits summary for job openings.
- For positions based in San Francisco, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
- For individuals who would be working within the City of Los Angeles, company will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.
