Tax Manager – Private Client Services Family Office

Tax Manager – Private Client Services Family Office

Requirements

• Bachelor’s Degree in Accounting or equivalent field is required
• 5+ years of Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix
• CPA, JD or IRS Enrolled Agent Certification required

Responsibilities

• Responsible for training, supervising and ongoing development of associates and seniors.
• Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
• Build impactful relationships with clients and maintain relationships with firm leadership.
• Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.
• Take responsibility for accurate time and billing for self and team.
• Develop a working knowledge of the client’s business, take responsibility for completing assigned tasks, and meet client deadlines.
• 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
• Mentor and coach junior team members.
• Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

Preferred Qualifications

• Master’s Degree in Taxation or relevant field
• Experience using CCH Axcess or Pro Systems tax software
• Experience acquiring new clients and growing a book of business