What are the responsibilities and job description for the Tax Manager Private Client Services - Estate, Gift and Trust - Alpharetta, GA position at Mauldin & Jenkins?
Job Details
Job Location
03 Atlanta - Atlanta, GA
Description
Mauldin & Jenkins, LLC is seeking a Manager for their Tax Department. We are a Top 100 CPA Firm and have been one continuous entity since 1918. Job Responsibilities CLIENT SERVICE EXCELLENCE
Acts as a supervisor to ensure client work is performed within time, scope, budget
Sees the big picture for the client’s business, objectives, and industry and think creatively to solve business problems as well as team conflict
Manages engagement and client expectations, ensures satisfaction and communicates upward
Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements; consistently provides timely response to client and internal requests
Additional duties as assigned
PEOPLE MANAGEMENT / RELATIONSHIPS
Assesses problem / issue materiality and interprets the implications for the client; understands the client’s tolerance for risk
Leads client meetings
Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements; consistently provides timely response to client and internal requests
Builds knowledge of the firm’s services and effectively presents ideas to clients that result in additional services
EXPERTISE
Researches and reviews work papers for various book to tax differences
Provide tax planning and consulting advice on estate, gift and trust matters
Analyze estate planning documents to determine the proper treatment of assets and liabilities for tax purposes
Review tax compliance related to estates, gifts and trusts
Ability to apply relevant tax law to particular clients and circumstances
Demonstrates an understanding of and applies tax planning concepts
Strong understanding of tax codes, regulations, rulings and case law
Recognizes industry trends and the potential opportunities for savings & risk reduction applicable to the client’s business and tax burden
Reviews research findings, tax returns, and client tax work papers ensure conclusions are consistent with firm policies and professional standards and determine implications and the best course of action for the client
Understands and follows all firm policies, AICPA ethics rules, Circular 230, 6694 and other professional standards
PRODUCTIVITY & BUSINESS GROWTH
Seeks business development opportunities through new or existing contacts
Understands our business, how we generate profit and has the ability to this tactically and act quickly to capitalize on an opportunity
Undergraduate degree required, Master’s preferred
CPA required
5 years of tax experience with estate, gift & trust, and individual income tax returns required
Extensive knowledge of the preparation / review of trusts, estate, gift tax returns and trust accounting
Comprehensive understanding of tax code / rules and implications
Experience preparing returns and researching more complex tax issues
Strong interpersonal and analytical skills
Location : Atlanta, GA How you’ll grow : In addition to on-the-job training, you will also attend industry-specific training. We also provide many hours of cutting edge technology training each year. Salary : Competitive Benefits : At M&J, we don’t ask you to give up your personal life for your career; we encourage a healthy work / life balance by providing you with the tools, compensation, and benefits to achieve a high quality of life. Mauldin and Jenkins Culture : Your goals and ideas matter at Mauldin & Jenkins – you are an integral part of our team, working with other like-minded professionals in a technologically advanced, dynamic and friendly environment. Our dynamic environment is where employees are eager to succeed. Your voice matters at M&J and we continually listen better the company and its employees.
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