The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Requirements
- Reviews basic to complex individual and other tax returns
- Identifies and performs research when needed and reports and documents the analysis and findings
- Interacts directly with clients and their advisors
- Communicates with supervisors, engagement team and clients the status of projects
- Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training
- Manages client engagements, supervises, and reviews work of team members
- Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments
- Identifies tax planning and consulting opportunities
- Participates in and initiates business development and networking activities
- Manages and monitors key performance indicators (KPI’s) as established by the business line
- Involves firm specialists and other business lines to increase cross service opportunities
- Supervises develops and trains employees
- Supervises associates, senior associates and managers on all projects
- Reviews work prepared by associates and senior associates and provides review comments
- Trains others on how to use all current software tools and PCS methodology
- Schedules and manages workload of associates and senior associates
- Acts as a Career Advisor to associates and senior associates
- Provides verbal and written performance feedback to associates and senior associates
Benefits
- 401k Matching
- Generous Paid Time Off
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance
