Job Title: Senior Tax Manager/Manager Private Client Services
Job Summary:
We are seeking an experienced Senior Tax Manager/Manager in Private Client Services to join our team. The ideal candidate will be responsible for providing tax planning and compliance services to high-net-worth individuals and closely-held businesses. This role requires strong technical tax knowledge, excellent communication skills, and the ability to manage client relationships effectively.
Responsibilities and Duties:
- Develop and implement tax planning strategies for individual and business clients
- Prepare and review complex individual, trust, estate, and gift tax returns
- Provide guidance on tax implications of various financial transactions
- Research and interpret tax laws and regulations
- Manage client relationships and communicate effectively with clients and team members
- Supervise and mentor junior staff members
- Stay current on tax laws and industry trends
Qualifications and Skills:
- Bachelor's degree in Accounting, Finance, or related field
- CPA or Enrolled Agent certification
- Minimum of 8 years of experience in tax planning and compliance
- Strong technical tax knowledge
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficient in tax software and Microsoft Office Suite
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