Private Tax - PFS - Seasonal Manager

Overview

This role involves providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. The position focuses on delivering exceptional tax services, helping clients meet their financial planning and wealth transfer goals.

The opportunity is for a Fixed-Term seasonal employee, working for a defined period of 3-6 months during key seasonal tax periods (Summer/Fall or Winter/Spring). This role supports client service across various industries and may offer opportunities for future engagements based on business needs and performance.

Responsibilities

• Manage client service accounts and engagements
• Solve complex problems to achieve exceptional outcomes
• Assist clients in achieving personal wealth objectives
• Develop and implement wealth management plans
• Improve clients' operational efficiency
• Ensure timely and quality deliverables

Requirements

• Bachelor's Degree in Accounting
• Minimum of 5 years of relevant experience
• CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify

Preferred Qualifications

• In-depth knowledge of individual income tax planning
• Proficiency in financial and wealth transfer planning
• Experience with business succession and trust and estate work
• Technical skills in income tax filings
• Ability to build and maintain client relationships
• Experience managing project workflow, budgets, and billing
• Strong written and verbal communication skills for complex matters
• Supervisory experience and ability to foster trust within teams

Skills and Competencies

• Ability to analyze and identify linkages within complex systems
• Ownership of projects including planning, budgeting, execution, and completion
• Collaboration with team leadership to ensure quality, timelines, and deliverables
• Commitment to developing skills beyond comfort zones and mentoring others
• Capability to address conflicts and engage in difficult conversations with clients and stakeholders
• Upholding professional and technical standards, including adherence to codes of conduct and independence requirements

Compensation and Benefits

• Salary range: $99,000 - $266,000, dependent on skills, experience, qualifications, location, and applicable laws
• Eligibility for an annual discretionary bonus
• Benefits include medical, dental, vision, 401(k), holiday pay, vacation, personal and family sick leave, among others

Location

This position is open to candidates in various locations; compensation and benefits may vary accordingly.

Additional Information

• The employer is an equal opportunity organization and considers all qualified applicants without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information, veteran status, marital status, citizenship status, or any other protected status.
• Sponsorship for H-1B visas is generally not provided except under specific policy conditions.
• For applicants impacted by certain Fair Chance Ordinances, arrest or conviction records will be considered in accordance with applicable laws to maintain a secure workplace.
• Applications will be accepted until the position is filled or the posting is removed.