Tax Senior Manager – Private Client Advisors

Tax Senior Manager – Private Client Advisors

Requirements

• Bachelor’s Degree in Accounting, Tax, Finance, or related discipline
• Qualified to practice before the IRS (i.e., JD, CPA, or EA)
• Minimum of 6 years’ experience in public accounting in taxation or equivalent experience
• Minimum of 2 years in a managerial role involving clients and team members
• Possess a strong knowledge of accounting theory and federal, state and local tax laws

Responsibilities

• Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.
• Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment
• Develop responses to IRS and other regulatory and tax authorities’ audits, notices and inquiries
• Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors
• Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
• Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource
• Keep current with tax law changes and provide updates and training to the firm’s tax practice members
• Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management and client relations

Preferred Qualifications

• Master’s Degree in Taxation