Tax Manager | Private Client Services

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Requirements:

• Bachelor’s Degree in Accounting or related degree.
• CPA Licensure.
• 4+ years of progressively challenging Public Accounting experience.
• Individual tax return preparation and review experience, with business returns being a plus.
• Strong knowledge of Internal Revenue Code, tax law, and tax processes.
• Strong computer skills and proficiency in various accounting software, including Microsoft Office Suite.
• Ability to creatively solve problems and analyze client data.
• Ability to effectively delegate, supervise, and review work of less experienced staff.
• Flexibility to changing circumstances and client needs.

Responsibilities:

• Partner with Firm leadership to manage PCS client relationships.
• Assess and identify compliance needs of the client.
• Coordinate, plan, and schedule workflow for effective engagement management.
• Review tax returns: individual (1040), estate (1041) and some partnership (1065).
• Proactively identify new and additional service opportunities and offer recommendations.
• Delegate tasks to appropriate members of the PCS team.
• Manage year-end planning and quarterly tax estimates.
• Oversee processes addressing IRS or State Taxing Authority notices.
• Collaborate cross-departmentally to gather information and resolve client matters.