A bit about us:
We are seeking a highly skilled and experienced Private Client Services Tax Manager to join our team. As a Tax Manager, you will play a key role in providing tax consulting services to our esteemed clients. Your expertise will focus on income, estate, and gift tax planning strategies for high-net-worth individuals and owners of closely held businesses.
Why join us?
Embrace a Modern Work Culture
Work-Life Balance and Supportive Benefits for Caregivers
Enjoy a Refreshing Summer Schedule and Generous Time Off
Unlock International Growth Opportunities
Inclusive Parental Leave Policy for All Caregivers
Lead the Private Wealth Service practice and contribute to its growth by attracting and mentoring talented professionals.
Oversee multiple client service teams, planning, executing, and completing tax projects across various industries.
Provide innovative tax planning, consulting, and compliance expertise to clients, designing and implementing tax-planning strategies.
Offer tax consulting services for estate, wills, trusts taxation, and individual income taxes, working closely with clients' other advisors.
Develop project visions and set ambitious goals for personal and client service teams.
Manage, develop, train, and mentor staff on tax projects, providing ongoing assessment and performance reviews.
Additional duties as assigned.
Bachelor's degree in Accounting. A CPA, JD/active law license required.
Minimum of 9 years of progressive tax consulting experience in Family Wealth Planning or a related area in public accounting or consulting.
Experience working with family units with a net worth of $25 million and above, with a successful track record of implementing tax strategies.
Excellent client service and communication skills with a strong ability to develop and maintain client relationships.
Ability to manage multiple engagements and prioritize tasks in a fast-paced, results-oriented team environment.
Proficiency in tax software and technology.