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Job Details

Tax Leader Private Client

10 yrs required

Colorado Springs, CO, United States

Employment Type


Posted on
Sep 30, 2022

Valid Through
Jan 13, 2023

Apply for this job


Tax Leader | Private Client

Duties: Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations. Developing, building, and managing client relationships as part of the proposal process., Participating in networking activities to further expand business opportunities and client relationships. As a highly impactful team member, maintaining functional expertise and understanding of a client’s business or family structure is essential to addressing client concerns and challenges. Assisting with managing, developing, and coaching professional tax staff. Reviewing and managing projects prepared by tax associates and seniors. Effectively delegating responsibilities to others, monitoring efforts of engagement teams. Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing.

Additional Information

Ref #: 2226117

Company info

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