Private Client Services - Senior Manager

Profile

Private Client Services - Senior Manager
The candidate provides an opportunity to join a high-performing practice where will use expertise in taxation to provide compliance and consulting services to multi-generational wealthy families and their private businesses and/or investment entities, including personal taxation, charitable and trust taxation and estate/gift taxation. Private businesses and investments are often owned in flow-through enterprises such as partnerships and S-corporations. Also help lead and manage growth, identify and seize new business opportunities, supervise staff and work closely with the Partners, clients and family offices. Must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. Responsibilities: Managing and driving the success of multiple engagements. Be client facing and grow practice. Be responsible for revenue generation and managing a book of business. Attracting, developing, and retaining top talent. Keeping lines of communication open with staff and clients. Ability to manage within budgetary and time constraints while providing a high-level of client satisfaction. Anticipating and addressing client concerns and escalating problems as they arise. Initiating "cross selling" business to other practices. Promoting new ideas and business & tax solutions that result in extended services to existing clients. Developing an understanding of client's business or family structure & investments, and becoming a "functional expert" in the area. Keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications. Providing appropriate and timely performance feedback to those supervised.

Company info

Sign Up Now - WashingtondcCrossing.com