Private Client Services Tax Manager

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Private Client Services Tax Manager
The candidate will be part of Private Client Services practice team focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation. Will mainly service high net worth and family office clients. Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF). Provide timely, high quality client service that meets or exceeds client expectations. Provide training, professional development, career mentorship and performance feedback for staff. Provide budgets and coordinate engagements to promote efficient and profitable engagements. Recognize and inform senior management of opportunities to increase level and types of services to clients. Handle routine client tax questions, and work with clients to collect necessary information for tax return completion and compliance. Stay informed about Firm capabilities other than tax compliance area, and promote these activities to clients when appropriate. Complete research and special projects as needed. Converse with taxing authorities and represent the clients on tax notices, audits and other controversy matters. Bachelor's degree in Accounting is required. Understanding of tax code and technical aspects of tax preparation and compliance is required. Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements is required. Masters of Accounting is preferred. Experience with a national, regional or local accounting firm is a plus. CPA, JD, or Enrolled Agent is required. 5+ years of recent experience in Public Accounting with an emphasis in taxation (i.e.: Tax Accountant) is required. Strong experience with Individual Taxation (high net worth aka $10M +) is required. Experience in Trust & Estate planning and Family Office services is required. Experience with S and C corporation taxation is required. Experience with family limited partnerships and operating partnerships is required. Experience with charitable entities is required.

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