Tax Senior Manager - Private Client Services
Tax Senior Manager - Private Client Services
Posted on :
15-03-2025
Employer Active
1 Vacancy
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Job Description
Job Title:Tax Senior Manager or Director Private Client Services
Location:USNYWilliamsville
Estimated Salary Range: $100000 $250000*
Overview:
Responsibilities:
- Lead client and billable tasks ensure client support throughout the year lead efficiency opportunities and manage client work
- Assist with managing multiple clients and engagements including managing client expectations ensuring client satisfaction meeting deadlines and leading change efforts effectively
- Create a strong partnership with engagement teams to ensure you and your engagement team are on task
- Support and manage core Private Client Services Tax functions and additional responsibilities/projects as requested
- Interact closely with clients to provide innovative tax planning consulting and compliance expertise
- Work closely with partners and staff on client management practice development and business development activities
Qualifications:
- Bachelors Degree Required
- CPA or JD required
- 510 years of progressive experience at a public accounting firm
- Knowledge and previous experience working within Private Client Services taxation including:
- CCorps
- SCorps
- Partnerships
- Individuals
- Tax research
- Excellent leadership and organizational skills
- Strong external and internal communication required due to client facing role and importance of strong partnership with internal engagement teams
- Understanding of Outlook Excel Word Adobe etc. required
- Initiative to learn ask questions operate in a fastpaced environment challenge the status quo develop strong relationships internally and flexibility are required and keys to success
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Required Experience:
Senior Manager
Employment Type
Full Time
Key Skills
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