Tax Senior Manager – Private Client Services – Pcs

Tax Senior Manager – Private Client Services – Pcs

Requirements

• Bachelor’s Degree in Accounting or equivalent field is required
• 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
• Recent Public Accounting experience
• CPA or IRS Enrolled Agent Certification required

Responsibilities

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
• Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families
• Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities
• Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions
• Take on the primary review of complex tax returns and maintain regular communication with clients
• Cultivate and nurture relationships with clients, staff members, and external third-party client vendors
• Provide training and supervision to staff members, including reviewing and evaluating their work
• Occasional local travel to clients’ locations may be required
• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services
• Hold self and direct reports responsible for achieving developmental goals

Preferred Qualifications

• Master’s Degree in Taxation or relevant field
• Experience using GoSystems or CCH Axcess tax software