Serves as lead tax advisor for wealth management clients, providing local, state, federal, and international tax guidance. Manages client service teams, advises on business decisions and long-term financial goals, and supports special projects. Responsibilities include tax consulting and compliance, corporate and partnership returns, consolidated federal and state tax matters, client relationship management, business development, recruiting, training, coaching, and mentoring.
Fulltime opportunity for Senior Tax Manager.
With your knowledge of local/state/federal/international tax, you will serve as lead advisor for their wealth management clients.
While managing multiple client services teams, this Senior Tax Manager works closely with special projects and serves as a business advisor.
Must have expertise in evaluating tax aspects of business decisions and long-term financial goals.
Requirements for this career opportunity include:
- Bachelor's degree in Accounting, required; Masters in Taxation, LLM in Taxation or JD degree preferred.
- CPA license required.
- Five to seven years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience.
- Experience in Corporate, S-Corp, and/or Partnership returns.
- Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns.
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
- Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
- Computer expertise including knowledge of tax software and technology.
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