US Seasonal Tax-Financial Services Organization-Private Client Services- Manager

Overview

This role is for a Seasonal Tax Manager supporting Private Client Services (PCS), a growing practice focused on serving privately held companies and their owners and families. Clients range from family-owned businesses to private equity–owned companies, including high-growth private businesses from start-ups to multibillion-dollar global private enterprises.

The employer is currently seeking experienced seasonal tax professionals for tax season. This position supports clients during a critical time and involves reviewing complex individual tax returns. Work is remote from within the United States.

Responsibilities

• Review complex individual tax returns for Private Tax clients.
• Prioritize work across multiple complex projects.
• Provide high-quality review of complex tax returns.
• Collaborate in a remote, virtual team environment, including working with an offshore shared services center.
• Act as a key point of contact for clients and colleagues.

Requirements

• Valid US Certified Public Accountant (CPA) license or Enrolled Agent (EA) or active state bar membership.
• Bachelor’s degree in Accounting, Finance, Business, or a related discipline.
• Minimum of 5 years of relevant experience in tax compliance for private client individuals in financial services.
• Knowledge/experience handling Individual, Gift, Trust, and Estate Tax Returns—1040, 1041, 706, 709.
• Strong analytical skills.
• Strong written and verbal communication skills.
• Interpersonal skills, problem-solving ability, and attention to detail.
• Comfort working remotely in a virtual team environment, including working with an offshore shared services center.

Preferred Qualifications

• Proven record of excellence in tax accounting for financial statements with a top or mid-tier firm.

Compensation & Benefits

• Hourly pay with overtime eligibility.
• Salary range for all geographic locations in the US: $90/hr to $120/hr.
• Individual compensation within this range is determined by factors including education, experience, knowledge, skills, and geography.

Location

• Anywhere in Country.
• Remote work is available from within the United States.