Senior Manager - Private Client Services

Profile

Senior Manager - Private Client Services
The candidate will engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.). Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively. Conduct primary and secondary review of complex tax returns – including federal and state filings. Draft technical tax memoranda. Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc. Should have 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience. Should preferably have Bachelor’s and/or advanced degree – Accounting, Finance, Economics or related degree. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD) is desired. Proficient use of technology is required.

Company info

Sign Up Now - EmploymentCrossing.com