Private Client Services Tax Manager

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Private Client Services Tax Manager
The candidate assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift taxation and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Bachelor’s degree in Accounting or other relevant field required. Masters in Accounting or Taxation, JD or LLM preferred. Should have 5+ years of public accounting and private client services experience required. Public accounting experience working in the private client service area preferred, CPA required, CFP, CFE or Masters in Tax preferred. Experience with Gosystems, GoFileRoom and BNA Tax Planner preferred. Experience with the Microsoft office suite required.

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