Private Wealth Services Tax Experienced Manager
Core
Conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients.
Role type
Senior IC tax manager (wealth planning)
Builds
Tax returns, tax planning strategies, and client engagement proposals
Domain
Professional services / Tax / Wealth Management
Required skills
complex tax return review, estate and gift tax planning, federal estate/gift/charitable/generation-skipping tax research, tax software utilization, IRS inquiry response, client relationship management, team leadership and mentoring, business development, multi-engagement management
Preferred skills
CPA or Bar/Enrolled Agent designation, Masters Degree, experience with family units having $25M+ net worth
Technologies
tax-related software
Responsibilities
Provide tax planning and consulting for estate, wills, trusts, and individual income taxes; manage multiple client service teams and execute tax projects; research and consult on federal tax matters; respond to IRS and other tax authority inquiries; support business development activities including proposal development
Seniority
Senior, hands-on IC with management responsibilities
