Tax Senior Manager Private Client Services

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Tax Senior Manager | Private Client Services
The candidate will provide tax compliance and tax advisory services to individuals, trusts, estates and private foundations with emphasis on sophisticated individual, fiduciary, gift and estate tax matters. Help develop, build and manage client relationships as part of the proposal process. Participate 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. Assist in managing, developing and coaching professional tax staff. Review returns prepared by tax associates and seniors. Effectively delegate responsibilities to others, monitoring efforts of engagement teams. Exhibit effective communication and listening skills enhancing problem solving and communication for client, team, and operational performance. Proficiently use technology tools in regular assignments and demonstrate commitment to improving work processes through use of technology. Successfully research complex tax issues, apply findings to projects and clearly communicate those findings in writing.

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