Senior Manager of Tax Services - Private Wealth
Core
Deliver industry-focused tax advisory and compliance services to middle market clients, acting as a trusted business advisor.
Role type
Senior Manager, Tax Services (Private Wealth)
Builds
Federal tax compliance and consulting services, client relationships, and new business revenue.
Domain
Accounting, Tax, Private Wealth
Required skills
Corporate and flow through taxation, ASC740, IRS inquiry response, State and local tax, High net worth tax, International tax, R&D credits and incentives, Client engagement management, Business development, Team leadership, Technical tax research
Preferred skills
Masters or advanced degree, Industry sector expertise
Technologies
None stated
Responsibilities
Lead client relationships on day-to-day tax matters; Consult on technical matters and special projects in corporate and flow through taxation, accounting methods, and ASC740; Research tax matters and respond to IRS and other tax authority inquiries; Coordinate with specialty tax practices on state/local, high net worth, international, and R&D matters; Manage client engagement staffing, billings/collections, and ensure client profitability targets; Network to acquire new clients, projects, and revenue; Support the growth and development of team members.
Seniority
Senior Manager, hands-on IC with mentorship responsibilities