Our client is one of the nation’s leading accounting and professional consulting firms. T

A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development.

Major Responsibilities:

• Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with our Client Service Standards
• Demonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)
• Manage engagements/assignments in a consistently profitable manner
• Review client engagement/assignment documentation, returns and work papers for accuracy
• Supervision of client engagement/assignment procedures
• Development of team members – serve as mentor, advisor, team leader, and/or Career Advocate (CA)
• Provide team members with timely and candid performance feedback supporting the firm’s performance management process
• Plan and complete assignments in a timely manner
• Ability to recognize, research, document and satisfactorily resolve technical issues
• Generate new business and retain current business
• Expand services to existing clients

Preferred Experience/Background/Skills

• CPA required
• Bachelors degree in Accounting or related degree
• Five or more years of applicable experience in individual income tax planning and compliance
• Experience with trust income tax compliance a plus
• Ability to research technical issues and document results
• Ability to supervise, coach, and develop individuals and/or large groups.
• Proficiency in Microsoft Office programs (Word and Excel required).
• Excellent verbal and written communication skills.
• Strict adherence to professional ethics.
• Ability to successfully contribute to the success of a strategic business unit of the firm.