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Job Details

Senior Manager Business Tax Services - Private Clients Hnw

Experience
8 yrs required

Location
Hartford, CT, United States

Posted on
Nov 15, 2022

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Profile

Senior Manager, Business Tax Services - Private Clients HNW
The candidate will advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing the firm's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients. Review and provide analyses of complex individual income tax, gift, estate and trust returns for ultra-high net-worth individuals and Family Offices. Serve as the trusted advisor to ultra-high net worth families on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes affecting such individuals and family offices. Build, manage, direct and monitor multiple client engagements teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction. Contribute to the growth, processes improvements and institutional knowledge of the Family Office tax practice. Mentor, coach and manage team of talented tax professionals. Bachelor's degree from an accredited college/university is required. Should be licensed Enrolled Agent or CPA or J.D./LL.M (Please note that any candidate hired by the firm into this position that doesn't currently possess one of the aforementioned credentials/designations needs to secure one within one year from the commencement of employment). Should have 8+ years of ultra-high net worth tax experience in an accounting firm and/or law firm. Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment is required.

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