What are the responsibilities and job description for the Tax Manager - Private Client Services position at Echelbarger Himebaugh Tamm & Co. P.C?
About EHTC
Our Core Values - teamwork, going above and beyond, having a passion for living, and a willingness to grow - reflect our everyday actions, including how we manage our work, relationships, and ourselves.
EHTC is a knowledgeable and dedicated, full-service CPA firm in West Michigan focused on helping clients to achieve their full potential through comprehensive accounting, tax, and business advisory services. Our team members exceed in the areas of tax, accounting, business litigation, valuation, accounting services, technology solutions, personal planning, and management advisory services. We serve the needs of individuals and closely held businesses in the West Michigan area that share our core values, who are trustworthy, entrepreneurial, collaborative, and aspire a long-term advisory relationship.
With everything EHTC does, we strive to maintain a healthy balance of hard work and fun, while helping clients and team members reach their full potential.
Job Overview
As a Tax Manager with a focus on Private Client Services, you would be applying your technical knowledge and industry experience to support and manage all phases of a client engagement for our high-net-worth clients and closely held businesses including, but not limited to, assisting and developing staff, performing technical research, reviewing returns, and communicating with the client throughout the engagement process.
Essential Duties and Responsibilities
- Manage tax and consulting engagements for high-net-worth clients and closely held businesses, including review of individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and ensure compliance with professional standards
- Apply knowledge of individual, trust, and flowthrough compliance and planning issues to work collaboratively with clients and their advisors to develop and implement plans
- Develop and maintain client relationships and ensure the highest level of client service is achieved
- Provide overall leadership, supervision, training, and performance feedback to staff
- Effectively delegate work to staff according to their experience and capabilities
- Develop business by expanding existing relationship with clients, maintaining personal networks, and participating in civic, charitable, and professional organizations
Qualifications
Education / Licensing
Experience, Knowledge, Skills and Abilities
Software
