Private Client Services Tax Manager

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Private Client Services Tax Manager
The candidate should have significant knowledge of taxation related to personal income, estate, and gift taxation and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Bachelor’s degree in Accounting or other relevant field required. Masters in Accounting or Taxation, JD or LLM preferred. Five (5) or more years of public accounting and private client services experience are required. Public accounting experience working in the private client service area is preferred. CPA required. CFP, CFE, or Master in Tax preferred. Experience with Geosystems, GoFileRoom, and BNA Tax Planner preferred. Experience with the Microsoft Office suite is required. Should have excellent oral and written communication skills; strong analytical, research, and critical thinking skills; solid organizational skills, especially the ability to meet project deadlines with a focus on details; ability to successfully multi-task while working independently or within a group environment; proven ability to work in a deadline-driven environment and handle multiple projects simultaneously; ability to interact effectively with people at all organizational levels of the firm; basic knowledge of fundamental accounting, finance, and tax principles; general accounting knowledge and basic to intermediate tax knowledge; general understanding of financial planning concepts; ability to effectively delegate work; capable of effectively developing and maintaining client relationships; executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients.

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