Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise
Overseeing tax planning and compliance functions for ultra-high net worth individuals and their families
Provide innovative tax planning, consulting, and compliance solutions
Take on the primary review of complex tax returns and maintain regular communication with clients
Cultivate and nurture relationships with clients, staff members, and external third-party client vendors
Provide training and supervision to staff members, including reviewing and evaluating their work
Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services
Hold self and direct reports responsible for achieving developmental goals

Bachelor’s Degree in Accounting or equivalent field is required
8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification required
Master’s Degree in Taxation or relevant field preferred
Experience using GoSystems or CCH Axcess tax software preferred

flexibility to manage your days in support of our commitment to work/life balance
culture that has received multiple top 'Places to Work' awards

Tax Senior Manager – Private Client Services

Key skills