Tax Senior Manager - Private Client Services

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Tax Senior Manager - Private Client Services
The candidate will provide tax services to high-net worth individuals, family-owned businesses, trusts, estates, companies that generate family income, and wealth transfer issues that take place between generations. Review high-net worth and ultra-high net worth individual income tax returns. Review trusts, private foundations, and entity tax returns that are often part of a family office group. Develop and sustain strong relationships with clients and their team of professional advisors. Coordinate with clients and their advisors on quarterly and year-end tax planning and projections. Provide tax solutions for tax treatment of private equity and hedge fund investments, intra-family gifting and planning, deferred compensation, and related technical matters. Respond to federal and state tax notices while collaborating on tax exams with Controversy team. Review and analyze transactions for purchase and sale of assets, application of tax law changes. Responsible for engagement planning, organization, delegation, productivity, and realization. Perform tax research using CCH Intelliconnect and other firm sponsored software. Manage client assignments and assure timely filing of all related tax returns and planning projects. Responsible for the professional development of tax staff on technical matters, client service and technology. Develop external relationships with a goal of fostering business development opportunities through leadership opportunities in professional groups, community service, personal relationships and professional advisors. Participate in client proposals and new business development opportunities. Bachelor’s Degree in Accounting or a business-related field of study is required. CPA license or J.D. is required. Advanced tax degree (MST, J.D., LL.M.) is preferred. Should have 8+ years of relevant tax experience working in a CPA firm or tax consulting practice. Significant tax experience serving High Net Worth and Ultra High Net Worth individual clients & their related entities, businesses, & families, and networking with their various professional advisors (attorneys, estate planners, investment advisors, insurance advisors, etc.) is required.

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