Tax Senior Manager - Private Client Services

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Tax Senior Manager - Private Client Services
Duties: As a member of the Private Client Services practice, oversee, manage, and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Involved in the process of marketing, designing, and implementing tax-planning strategies for clients and manage to budget. Maintain active communication with clients to ensure satisfaction, meet deadlines, and lead change effectively. Conduct primary and secondary review of complex tax returns including federal and state filings. Lead their teams in knowledge of software, processes, and workflows. Participate in the professional development of Associates, Senior Associates and Managers, which involves supervising, training, mentoring, and evaluating performance.

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