Tax Senior Manager, Private Client Services

Job Summary :

The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.

Job Duties :

• Reviews basic to complex individual and other tax returns
• Identifies and performs research when needed and reports and documents the analysis and findings
• Interacts directly with clients and their advisors
• Communicates with supervisors, engagement team and clients the status of projects
• Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training
• Manages client engagements, supervises, and reviews work of team members
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments
• Identifies tax planning and consulting opportunities
• Participates in and initiates business development and networking activities
• Manages and monitors key performance indicators (KPI’s) as established by the business line
• Involves firm specialists and other business lines to increase cross service opportunities
• Other duties as required

Supervisory Responsibilities :

Supervises develops and trains employees

Supervises associates, senior associates and managers on all projects

Reviews work prepared by associates and senior associates and provides review comments

Trains others on how to use all current software tools and PCS methodology

Schedules and manages workload of associates and senior associates

Acts as a Career Advisor to associates and senior associates

Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities :

Education :

Bachelor’s degree in Accounting, required

Master’s degree in Accounting or Taxation, preferred

Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred

Experience :

Seven (7) or more years of public accounting and private client services experience, required

Public accounting experience working in the private client area, preferred

License / Certifications :

CPA or Licensed Attorney, required

CFP or Masters in Tax, preferred

Software :

Experience with Gosystems and BNA Tax Planner, preferred

Experience with the Microsoft Office Suite, preferred

Language :

N / A

Other Knowledge, Skills & Abilities :

Excellent verbal and written communication skills

Detailed oriented

Strong analytical, research and critical thinking skills

Solid organizational skills, especially the ability to meet project deadlines with a focus on details

Ability to successfully multi-task while working independently or within a group environment

Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously

Ability to interact effectively with people at all organizational levels of the firm

Basic knowledge of fundamental accounting, finance and tax principles

General accounting knowledge and basic to intermediate tax knowledge

General understanding of financial planning concepts

Ability to effectively delegate work

Capable of effectively developing and maintaining client relationships

Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients

​​​​​​​Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range : $146,000 - $200,000

Colorado Range : $120,000 - $185,000

Maryland Range : $152,000 - $188,000

NYC / Long Island / Westchester Range : $175,000 - $205,000

Washington Range : $150,000 - $200,000

Washington DC Range : $156,000 - $200,000