What are the responsibilities and job description for the Tax Manager - Private Client Services position at Global Placement Firm?
Excellent company looking to add a successful Tax Manager - Private Client Services Professional to their team!
***Hybrid position 2-3 days on-site per week***
Responsibilities:
- Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with company Client Service Standards
- Demonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)
- Manage engagements/assignments in a consistently profitable manner
- Review client engagement/assignment documentation, returns and work papers for accuracy
- Supervision of client engagement/assignment procedures
- Development of team members – serve as mentor, advisor, team leader, and/or Career Advocate (CA)
- Provide team members with timely and candid performance feedback supporting the firm’s performance management process
- Plan and complete assignments in a timely manner
- Ability to recognize, research, document and satisfactorily resolve technical issues
- Generate new business and retain current business
- Expand services to existing clients
Skills, Knowledge and Qualifications
- CPA required
- Bachelors degree in Accounting or related degree
- Five or more years of applicable experience in individual income tax planning and compliance
- Experience with trust income tax compliance a plus
- Ability to research technical issues and document results
- Ability to supervise, coach, and develop individuals and/or large groups.
- Proficiency in Microsoft Office programs (Word and Excel required).
- Excellent verbal and written communication skills.
- Strict adherence to professional ethics.
- Ability to successfully contribute to the success of a strategic business unit of the firm.
MUST HAVES
- Bachelor’s degree in accounting or related degree.
- Five or more years of applicable experience in individual income tax planning and compliance.
- An active CPA license.
- Proficiency in Microsoft Office programs (Word and Excel required).
NICE TO HAVES
- Experience with trust income tax compliance a plus.
- Prior experience with one of the Big 4 accounting firms.
- Experience with estate tax and high-value clients.
Additional Information:
- The typical office hours are 8:00 a.m. to 5:00 p.m. Between January 1st and April 15th, hours are more intensive given the tax season.
- Ability to work extra hours as determined by the workload and client expectations.
- Travel for this position will be most dependent upon office location. Travel may range from minimal to monthly.
- Ability to sit for long periods of time.
- Ability to move throughout the office.
- Ability to lift, carry, push, and pull up to 30-50 pounds.
***FULL BENEFITS OFFERED***
***RELOCATION ASSISTANCE OFFERED FOR THE PERFECT CANDIDATE***
