Tax Manager

Description:

As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed.

From day one, you’ll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.

You have the following technical skills and qualifications:

Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required

Minimum six to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of industry and public accounting experience

Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies

Excellent analytical, technical, and tax accounting/technology skills

Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships

Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills

Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment

Can travel as needed

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