Job Responsibilities
trends, identify client issues and conflicts; proactively communicate
solution options to client and team
net-worth individuals / families as well as trusts and estates
engagements simultaneously.
fiduciary (Form 1041) income tax returns, including related tax
schedules, forms and fiduciary accounting documents.
papers, etc.); complete technical and strategic reviews as a member of
the final engagement review team to ensure quality control standards
are met; ensure on time delivery and on budget
responsibilities, including knowledge of trends, industries, alternatives,
etc.
and multi-state returns for high net worth individuals, trusts &
estates, and foundations and their associated C Corporations,
S corporations, and partnerships
directly
their goals and assist in identifying opportunities for growth with
clients
mentoring, coaching, training, supervising, and evaluating staff
decisions and build a positive culture
generation of new business and the opportunities for cross-serves
understanding their unique needs to provide a tailored service.
Other Duties :
Please note this job description is not designed to cover or contain a
comprehensive listing of activities, duties, or responsibilities that are
required for this job. Duties, responsibilities and activities may change from
time to time with notice whenever possible, but not guaranteed.
Job Qualifications
field, 3 in managerial role
throughout all levels of organization, both internally and externally
and project management skills
This is a full-time position with standard hours of Monday through Friday,
8 : 00 a.m. to 5 : 00 p.m. Additional hours, including some evenings and
weekends, will be required during peak busy seasons
Tax Senior Manager • Boston, MA, United States