Manager, Federal Tax (Private Client Services)
Core
Provide tax and consulting services to high net worth individuals in individual income tax, wealth transfer, succession planning, and international tax.
Role type
Manager, Federal Tax (Private Client Services)
Builds
Tax compliance assignments, tax-planning deliverables, and business development resources for private companies and high net worth individuals.
Domain
Professional Services / Tax Advisory
Required skills
Individual income tax expertise, wealth transfer and succession planning, international tax, tax compliance (Forms 1040, 1041, 709, FinCEN 114), team management, mentoring, client relationship management, business development, complex tax issue analysis, deadline management.
Preferred skills
GoSystems, OneSource, research software.
Responsibilities
Provide tax and consulting services to high net worth individuals; manage accounts to ensure timely and accurate work product; supervise, develop, and mentor Associates and Senior Associates; manage workload and deadlines for the project team; conduct client calls to understand critical areas; create concise and complete deliverables; assist with business development and proposal materials.
Seniority
Manager, hands-on leadership