What are the responsibilities and job description for the Tax Manager – Private Client Group position at PKFOD?
OFFICE LOCATION: Boston or Woburn, MA; Woodcliff Lake, NJ; Bethesda, MA or; Stamford, CT
We are seeking a Tax Manager to join our Private Client Services team. The individual will work closely with partners and clients with tax compliance and planning.
Essential Duties:
- Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services
- Review individual, trust, estate, gift and foundation returns
- Review estate and trust fiduciary accountings
- Handle Federal and State tax notices and audits
- Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
- Manage all aspects of client accounts and foster client relationships
- Review and analyze estate planning related legal documents
- Business development including networking, public speaking and authoring Trust and Estate related articles
- Manage other members of the group including monitoring their workload and training and assisting them
- Stay current on new tax legislation
Qualifications:
- Bachelor's degree in Accounting from an accredited college/university required; Master’s in Taxation a plus
- 10 year’s progressive tax experience in public accounting required
- Active CPA license or EA designation required
- Extensive experience in Tax Advisory and Estate/Trust planning and compliance
- Ability to establish and maintain good client relationships
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office applications required
- Experience with reviewing fiduciary, gift and estate tax returns
- Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA
- Experience with research software and memo writing required
- Must be able to work additional hours as needed to meet client deliverables
- Must have access to a car/public transportation and be willing to travel locally to clients and/or other PKFOD offices when required.
PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
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