Job Description

Job Summary:

The Private Client Services Senior Manager assists in providing tax compliance and consulting services to our high net worth clients.   Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.

Job Duties:

Reviews basic to complex individual and other tax returns
Identifies and performs research when needed and reports and documents the analysis and findings
Interacts directly with clients and their advisors 
Communicates with supervisors, engagement team and clients the status of projects
Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training
Manages client engagements, supervises, and reviews work of team members
Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments
Identifies tax planning and consulting opportunities
Participates in and initiates business development and networking activities 
Manages and monitors key performance indicators (KPI’s) as established by the business line
Involves firm specialists and other business lines to increase cross service opportunities
Other duties as required

Supervisory Responsibilities:

Supervises develops and trains employees 
Supervises associates,  senior associates and managers on all projects
Reviews work prepared by associates and senior associates and provides review comments
Trains others on how to use all current software tools and PCS methodology
Schedules and manages workload of associates and senior associates
Acts as a Career Advisor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor’s degree in Accounting, required
Master’s degree in Accounting or Taxation, preferred
Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred

Experience:

Seven (7) or more years of public accounting and private client services experience, required
Public accounting experience working in the private client area, preferred

License/Certifications:

CPA or Licensed Attorney, required
CFP or Masters in Tax, preferred

Software:

Experience with Gosystems and BNA Tax Planner, preferred
Experience with the Microsoft Office Suite, preferred

Language:

N/A

Other Knowledge, Skills & Abilities:

Excellent verbal and written communication skills
Detailed oriented
Strong analytical, research and critical thinking skills
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to interact effectively with people at all organizational levels of the firm
Basic knowledge of fundamental accounting, finance and tax principles
General accounting knowledge and basic to intermediate tax knowledge
General understanding of financial planning concepts
Ability to effectively delegate work
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients

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