Tax Experienced Manager, Private Client Services

Overview

This role within Private Client Services provides tax compliance and consulting services for high net-worth individuals and complex family and business structures. Responsibilities include managing client engagements and advising on estate, income, gift, and trust tax matters, charitable giving and philanthropic foundations, executive compensation, and cash-flow, retirement, and life insurance planning.

Responsibilities

• Manage tax and consulting engagements; identify and address 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 recommendations for PCS leadership.
• Continuously expand tax knowledge through client engagements and current tax developments.
• Prioritize and complete tasks 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 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 seniors 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 prior experience in accounting, finance, or law required.
• Experience working in public accounting, or the private client service area preferred.
• 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.
• Possession of other professional degrees or certifications applicable to the role preferred.
• Proficiency 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 and Lexis Nexis) preferred.

Preferred Qualifications

• Experience in public accounting or the private client service area.
• Master’s degree in Accountancy or Taxation.
• Other professional degrees or certifications applicable to the role.
• Experience with tax compliance and tax research tools listed above.

Compensation & Benefits

• Individual salaries are determined after consideration of numerous 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

United States (salary ranges provided for California, Colorado, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, Ohio, New York City/Long Island/Westchester, Washington, and Washington DC).