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Tax Senior Manager - Private Client Services

Emerald Resource Group
Buffalo, NY Full Time
POSTED ON 2/23/2025
AVAILABLE BEFORE 5/18/2025

Job Title : Tax Senior Manager or Director, Private Client Services

Location : US-NY-Williamsville

Estimated Salary Range : $100,000 - $250,000

Overview : Responsibilities :

  • Lead client and billable tasks, ensure client support throughout the year, lead efficiency opportunities, and manage client work
  • Assist with managing multiple clients and engagements including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively
  • Create a strong partnership with engagement teams to ensure you and your engagement team are on task
  • Support and manage core Private Client Services Tax functions and additional responsibilities / projects as requested
  • Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise
  • Work closely with partners and staff on client management, practice development and business development activities

Qualifications :

  • Bachelor's Degree Required
  • CPA or JD required
  • 5-10 years of progressive experience at a public accounting firm
  • Knowledge and previous experience working within Private Client Services taxation including :
  • C-Corps
  • S-Corps
  • Partnerships
  • Individuals
  • Tax research
  • Excellent leadership and organizational skills
  • Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams
  • Understanding of Outlook, Excel, Word, Adobe, etc. required
  • Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and flexibility are required and keys to success
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  • Elevate your team today! Contact us to share your job descriptions and discover your next top performer. Send Inquiries, resumes and cover letters to lexi@emeraldresourcegroup.com .

    Salary : $100,000 - $250,000

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