Tax Senior Manager, Private Client Advisors
Core
Perform technical reviews of tax returns for high-net-worth individuals and their closely held businesses, trusts, estates, and gifts; manage complex engagements and audits.
Role type
Senior Manager, Tax (Private Client)
Builds
Tax returns, audit responses, and compliance strategies for high-net-worth clients
Domain
Professional Services / Taxation
Deliverable
client delivery
Required skills
Federal, state, and local tax law knowledge; audit response management; engagement workflow management; team leadership and mentoring; continuing professional education; tax law research and memorandum preparation
Preferred skills
Master's Degree in Taxation; advanced understanding of planning and compliance for high-net-worth individuals and fiduciary income, gift, and estate taxes
Technologies
N/A
Responsibilities
Perform technical reviews of personal income, pass-through entity, trust, estate, and gift tax returns; consult on transaction tax implications; develop responses to IRS audits and inquiries; manage complex engagements and develop less experienced personnel; conduct high-level research on emerging tax issues; train practice members on tax law changes
