Tax Experienced Manager, Private Client Services

Overview

This role is within Private Client Services, supporting high net-worth individuals and their families, family offices, C-Suite executives, athletes, entertainers, and other clients with complex tax and financial structures.

The practice provides tax compliance and consulting across estate, income, gift, and trust tax; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

Responsibilities

• Manage tax and consulting engagements, identifying and addressing client needs, tax planning opportunities, and consulting opportunities
• Work directly with clients and their advisors to gather information needed to prepare tax returns
• Review individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns; provide written and verbal feedback to staff and interns
• Direct communication with government agencies for matters of the highest complexity
• Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership
• Expand knowledge of tax concepts through client engagements and current tax developments
• Prioritize and complete tasks both individually and as part of a team
• Assist with PCS/firm contribution responsibilities, including billing, recruiting, attendance, and participation in CPE activities and training
• Build new relationships and maintain relationships with internal professionals and external sources

Supervisory Responsibilities

• Supervise associates and senior associates on all projects
• Schedule and manage workload of associates and senior associates
• Review work prepared by associates and senior associates and provide review comments
• Train associates and senior associates on current software tools
• May act as a Career Advisor to associates and senior associates
• Provide verbal and written performance feedback to associates and senior associates

Requirements

• Bachelor’s degree (required); major in Accounting, Finance, Economics, or Statistics (preferred)
• Master’s degree in Accountancy or Taxation (preferred)
• Six (6) or more years of prior experience in accounting, finance, or law (required)
• Experience working in public accounting, or the private client service area (preferred)

License / Certifications

• Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations (required)
• Other professional degrees or certifications applicable to the role (preferred)

Skills & Abilities

• Initiative and ownership of career and technical development, including self-awareness and active pursuit of learning to close technical knowledge gaps
• Ability to manage client engagements, supervise, and review team members’ work
• Strong communication skills, including expressing complex thoughts clearly and effectively in writing and verbally
• Executive presence and ability to act as the primary client contact for preparation and presentation of issues and resolution
• Leadership skills, including supporting collaboration and a team-oriented environment while driving strong results and quality work
• Ability to manage and monitor key performance indicators (KPIs) as established by the business line
• Business development mindset, including networking and leveraging firm specialists to increase cross-service opportunities
• People development skills, including supervising, developing, and training employees; mentoring associates and senior associates; providing performance feedback

Software

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat (required)
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) (preferred)
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis) (preferred)

Compensation & Benefits

Individual salaries are determined after consideration of factors including qualifications, experience, skills, and geography.

California Range: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
Ohio Range: $110,000 - $170,000
NYC/Long Island/Westchester Range: $155,000 - $180,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000

Benefits may be subject to eligibility requirements.

Location

California, Colorado, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, Ohio, New York (NYC/Long Island/Westchester), Washington, and Washington DC (salary range varies by geography).