Tax Leader Private Client

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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

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