Tax Manager - Financial Services
Core
Tax Manager delivering tax and business advisory services and tax compliance to Financial Services clients, including private wealth, ultra high net worth families, closely held businesses, and trust and estate work.
Role type
Senior IC Tax Manager
Builds
Tax compliance, accounting, and advisory services for private wealth clients
Domain
Financial Services / Tax & Accounting
Deliverable
client delivery
Required skills
Tax law expertise (local/state/federal), Financial statement preparation, Client engagement management, Team leadership and coaching, Process improvement, Business advisory
Preferred skills
Entrepreneurial networking, Professional development, Work-life balance
Responsibilities
Provide tax and accounting services to private wealth clients, Oversee accounting records and financials, Lead and plan client engagements, Manage client relationships and resolve issues, Delegate and oversee team work efforts, Maintain knowledge of tax practices and laws
Seniority
Manager, hands-on IC with leadership responsibilities