Senior Tax Manager Private Client Advisors

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Senior Tax Manager, Private Client Advisors
The candidate will prepare and review of tax returns. Conduct online tax research. Develop and nurture long-term relationships with client senior management. Develop solutions for clients and champion the implementation of ideas. Review and confirm assignment objectives, scope and work plan with client. Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles. Anticipate, identify and resolves complex assignment issues. Seek regular client assessment of assignment progress and overall feedback on performance. Work with the partner group to build and maintain a network of relevant professionals to the high net worth practice through one on one networking as well as participating and attending meetings for relevant organizations. Manage groups to ensure profitability in the short and long term. Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements. Support the partner team in the development and planning of practice unit strategy, objectives, and budgets. Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development. Build on strong coaching skills to mentor key talent. Share and transfer knowledge and skills to the team. Engage in ongoing personal development in line with the competency model. Provide billing and collection assistance to the partners as well as understand the budgeting process for large client groups. Should have Bachelor’s Degree in Accounting or related discipline, Master’s degree in Taxation is preferred. Should have 7+ years tax consulting/compliance experience in public accounting. Experience with a wide variety of entity types. CPA license is required (J.D. also accepted). Advance understanding of planning and compliance concepts related to high net worth individual and fiduciary income tax, gift tax, and estate tax is required.

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