Tax Manager Private Client Services
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Job Location:
Glen Allen, VA - USA
Monthly Salary:
Not Disclosed
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
Tax Manager - High Net Worth
Due to recent growth in our Private Client Services group Keiter is seeking a dynamic and client service-orientedindividual to join ourpractice as a Tax Senior Managerspecializing in private client services. Qualified candidates will also have experience with trust and/or estate tax matters.
Our Mission:
To provide quality service to our clients
To provide fulfilling careers to our staff
To share our time and resources to give back to the community
Primary Responsibilities and Knowledge:
Serve as liaison among managers senior managers partners clients and staff. Handle all phases of tax engagements specializing in those related to work in our Private Client Services area.
Possess strong technical skills in accounting and tax preparation (individual taxation multi-state taxation trust and/or estate)
Working knowledge of US Tax Code and technical aspects of tax preparation and compliance
Serve as the main point of contact for multiple clients and directlyhandle tax-related communication with clients attorneys brokers or other third parties
Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others
Actively participate in the generation of additional business by developing relationships with key service providers seeking out new clients and following-through with leads
Contribute to and fostera positive work environment
Job Requirements:
Hold active CPA license;CFP is a plus
At least fiveyears of experience in public accounting tax consulting or other related experience
Ability to develop relationships with current and potential clients
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Learn about the business tax, consulting, advisory, and valuation services to high income families, businesses and their owners - VA Business Tax Services.
