Tax Manager- Private Client Advisors

Tax Manager- Private Client Advisors (Fully Remote) (4 open roles)
National /Remote
 

Overview: 

• Preparation and review of tax returns
• Conduct online tax research
• Develop and nurture long-term relationships with client senior management
• Develop solutions for clients and champion the implementation of ideas
• Review and confirm assignment objectives, scope and work plan with client
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
• Anticipate, identify and resolves complex assignment issues
• Seek regular client assessment of assignment progress and overall feedback on performance
• Work with the partner group to build and maintain a network of relevant professionals to the high net worth practice through one on one networking as well as participating and attending meetings for relevant organizations
• Manage groups to ensure profitability in the short and long term
• Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
• Support the partner team in the development and planning of practice unit strategy, objectives, and budgets
• Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development
• Build on strong coaching skills to mentor key talent
• Share and transfer knowledge and skills to the team
• Engage in ongoing personal development in line with the competency model
• Provide billing and collection assistance to the partners as well as understand the budgeting process for large client groups.

Qualifications:

• Bachelor’s Degree in Accounting or related discipline, Masters in Taxation preferred
• Minimum of 6 years tax consulting/compliance experience in public accounting. Experience with a wide variety of entity types
• CPA license required (J.D. also accepted)
• Advanced understanding of planning and compliance concepts related to high net worth individual and fiduciary income tax, gift tax, and estate tax
• Possess a strong knowledge of accounting theory and federal, state and local tax laws