Tax Senior Manager - Private Client Services

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Private Client Services Tax Manager
The candidate will be managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, Scorp, and Partnerships) as well as high-profile individuals/families. Researching tax issues to develop effective tax planning strategies. Opening to all types of tax work from entity to individual. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with clients, and understanding their unique needs to provide a tailored service. Communicating complex tax issues to non-tax professionals and clients. Maintaining reputation in the field by constantly updating and sharing your technical and finest practice knowledge. Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools, and opportunities they need to excel. Identifying and reacting to risks and opportunities to improve our services and processes. A bachelor's degree in a related field, supported by significant tax, business, or financial planning experience is required. Should have 8+ years of work experience in professional services or professional tax organizations. A CPA certification or membership in The Bar is required. A thorough understanding of estate and wealth planning is needed. Experience with federal and state personal and trust taxation is required. Experience with flow-through entities (S-Corps, Partnerships, LLC’s). Experience with C-Corps including income tax provisions and consolidated federal and state tax returns is needed. Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds are essential. A thorough understanding of automated tax processing systems is needed. Should have a commitment to continuing your learning. A proven record in tax planning for owners and families is needed. A proven record in a professional services environment is required. Experience in coaching and mentoring junior colleagues is needed. Strong analytical skills and attention to detail are essential. The ability to adapt work style to work with both internal and client team members is needed.

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