Tax Services Manager National Tax - Trust Tax Services

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Tax Services Manager – National Tax - Trust Tax Services
The candidate will spend time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. Serve as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance to help clients understand risks and potential needs for additional tax advisory or compliance services. Responsibilities: Sign tax returns as preparer; Manage Analysts, Senior Analysts and Assistant Managers in performance of tax compliance services, and review and confirm accuracy in tax reporting; Communicate complex tax issues to colleagues, clients and non-tax professionals to enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligations; Oversee multiple tax engagements of various sizes, including coordinating production and delivery of all tax deliverables, managing people and resources, implementing new processes and procedures, and managing engagement economics throughout the year; Serve as a trusted advisor and role model for our people across multiple teams ; Identify service enhancements that will improve tax deliverables and engagement economics via improved accuracy of bridged data, educating engagement team members to provide for increased knowledge of clients’ trust accounting systems to provide for more insightful client communication and guidance, making sure the team is using the firm’s Trust Tax software to its full functional capabilities, implementing leading practices, enhancing team members’ communication skills for continued growth and improved service delivery, helping team members to identify gaps that need analysis and review, and making sure team members understand the difference between routine and non-routine service deliverables that maybe out of scope in nature; Will support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms. You’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution; Manage internal and external client relationships and professional network to support client retention and new business development; Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting; Build effective long-term relationships and manage workflow effectively with clients, and understand their unique needs to provide tailored services; Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics

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