Tax Manager - Family Wealth Department

Job Description

Tax Manager - Family Wealth Department

The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.

Job Summary

Career opportunity for a tax manager with specialization in compliance and consulting services to individuals, family groups, partnerships, estates, trusts, and private foundations. Candidates will work closely with high net-worth individuals and their families, owners of closely-held businesses, executives, investors, and fiduciaries. Clientele include C-Suite executives with major corporations, serial entrepreneurs, legacy investors, and professional athletes who are accustomed to responsive, individualized professional service.

Responsibilities

• Manages all aspects of the tax engagement (planning, review of tax returns and accounting, client relationships), demonstrating excellent project management skills.
• Supervises and reviews all related work of tax staff on assigned engagements.
• Demonstrates strong technical skills in individual income tax, estate and trust compliance, and effectively applies tax knowledge to client situations as planning opportunities.
• Builds client relationships through delivery of outstanding client service.
• Provides high quality service and timely delivery, consistently exceeding client expectations.
• Helps develop and guide staff by providing performance feedback and participates in firm wide coaching and mentoring program.
• Participates in and provides leadership within the firm.

Qualifications

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