Oversee multiple client service teams, managing projects effectively and efficiently, including billing and accounts receivable responsibilities
Provide specialized consulting, analysis, and research on estate, gift, and trust planning matters, ensuring clients receive sophisticated guidance on complex EGT issues
Develop and maintain strong client relationships by delivering exceptional service and anticipating client needs
Provide forward-thinking tax planning strategies, compliance expertise, and technical tax research
Prepare and review detailed technical tax memoranda
Identify and manage risks associated with tax services to ensure compliance and protect client and firm interests
Mentor and develop staff and managers, providing regular feedback and conducting both formal and informal performance evaluations

Bachelor’s degree in Accounting required; Master’s in Taxation or LLM strongly preferred
Active CPA license required
Minimum of 8 years of progressive tax experience in public accounting or a corporate/public blend
Proven success in engagement and client management, with a track record of growing and sustaining client relationships
Strong estate, gift, and trust planning experience, with the ability to provide high-level consulting and technical research on EGT matters
Excellent writing, communication, and tax research skills
Demonstrated leadership experience, with a passion for mentoring, developing, and guiding high-performing teams

Senior Manager, Tax Services

Key skills