Tax Manager, Private Client Services - US, Remote

Tax Manager - Private Client Services

Responsibilities

• Collaborate on client teams, thought leadership, webinars, and seminars while remaining focused on assisting both internal and external clients in achieving their wide-ranging goals.
• Review and prepare individual 1040 returns, fiduciary 1041 returns, 709 returns, family partnership returns, and private foundation returns.
• Manage accounts, train, assign work to staff, and communicate directly with clients, senior managers, directors, and partners.
• Research topics and communicate directly with tax authorities as needed.
• Demonstrate the ability to research complex topics and identify client needs.
• Mentor and support staff.

Benefits

• Generous PTO, flexible work environment, expanded parental leave, extensive learning and development opportunities, and even paid time off for employees to volunteer.
• The salary range for a Tax Manager is upto $175,000.

Qualifications

• Bachelor's or Master's degree in Accounting or Taxation.
• CPA, JD, or EA required.
• 6+ years of tax experience in a public accounting firm.
• 2+ years of supervisory experience.
• Ability to lead, manage, and develop staff in a highly interactive team environment.
• Strong knowledge and experience with Excel.
• Solid working knowledge of Microsoft Office, QuickBooks, ProSystem FX, and BNA Tax Planner.
• Exceptional organizational, communication, and presentation (verbal and written) skills.