Tax Manager - High Net Worth / Private Client Services

Profile

Tax Manager - High Net Worth / Private Client Services

The candidate will serve as members of various client service teams and must possess strong technical knowledge of individual, trust and partnership income tax planning, consulting and compliance. Experience with estate and gift tax planning is a plus. In addition to the preparation and review of tax returns, participate in identifying client issues and communicating with clients and financial managers. Must possess and maintain strong written and oral presentation skills, conduct research on various client issues, and supervise Associates and Senior Associates. Participation in the professional growth and development of Associates and Senior Associates is also a key component of Managers’ responsibilities. Bachelor’s and/or Master's degree required; Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0; Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); At least 5 years relevant work experience with an accounting or law firm, including at least 3 years of PCS experience; Leadership and organizational skills; Excellent communication skills, both written and verbal; Exceptional interpersonal skills and a natural facilitator; Excellent problem solving and analytical skills; and Proficient use of technology including MS Excel.

Additional Information

ID: 2021-3378.

Company info

Andersen Tax LLC
222 West Adams Street Suite 2250
Chicago
Illinois
United States 60606
Website : http://www.andersentax.com