Tax Senior Manager | Private Client Services
About The Position
The Tax Senior Manager will be responsible for completing all aspects of tax engagements (Individual, Trust, Gift) for clients, including status updates to engagement directors and adherence to all quality control standards. Experience with estate, business returns and family office services is a plus. The role involves serving as a client's trusted advisor, demonstrating knowledge of industry trends, identifying client issues and conflicts, and proactively communicating solution options. The Senior Manager will manage staff on engagement deliverables, complete technical and strategic reviews, and ensure on-time and on-budget delivery. They will also be responsible for new client development, managing client relationships, developing engagement budgets, meeting charge hour goals, and overseeing billing and realization. Additionally, the role includes supervising, training, and mentoring staff, fostering a team environment, and participating in practice development activities.
Requirements
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
Nice To Haves
- Experience with estate, business returns and family office services is a plus.
- Master’s degree in Accounting, Taxation or related field
Responsibilities
- Complete all aspects of tax engagements (Individual, Trust, Gift) for clients, including status updates to engagement directors and adherence to all quality control standards as required.
- Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget.
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the client’s organization, procedures and internal policies.
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve.
- Manage and retain multiple client relationships, engagements and special projects.
- Develop overall engagement budget.
- Consistently meet charge hour goals.
- Responsible for billing and realization on assigned clients; explain variances.
- Supervise, train and mentor staff; listen and communicate effectively.
- Foster a team environment; demonstrates support of management and decisions and build a positive culture.
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves.
- Additional responsibilities as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
