We are seeking a high-performing Private Client Services Tax Manager. This position will have responsibilities in oversight of tax compliance for individual, gift, trust and estate tax returns for high net-worth clients. Additionally, the candidate may also be responsible for compliance oversight with enterprise related returns, primarily for related party flow through entities.
Manage client engagements from start to finish, which includes planning, executing, directing and completing tax projects while effectively producing a value outcome for our clients and the firm.
Develop and execute tax planning techniques for clients while addressing client needs.
Assist with identifying new and additional service opportunities from existing and potential clients through client interactions and recommendations.
Communicate and interact closely with the client’s advisors, such as attorneys and financial managers.
Assist with compliance and advisory needs for enterprise related returns, primarily related party flow through entities.
Research tax laws and prepare tax memorandums on technical issues.
Ability to reason and effectively multi-task. Strong communication skills with the ability to apply one’s understanding as to execution requirements and provide effective instructions in written, oral or diagram form.
Recognize complex technical issues, reach appropriate conclusions and apply appropriate technical authorities to support conclusions.
Ability to organize and prioritize daily work responsibilities to meet deadlines. Ability to complete work in an effective and accurate manner.
Supervise associates and senior associates, providing them with leadership, counseling and career guidance as appropriate and required.
Possess a strong background in effective engagement management, knowing how to manage all aspects of client accounts.
Participate in mentoring, training, recruiting, retention and team-building activities.
Participate in developing and presenting internal training and seminars on technical issues.
4-10 years of public accounting
Minimum Bachelor’s degree from an accredited college/university.
CPA certification required or other professional certification relevant to specialized services areas.
Private client advisor experience, including enterprise entity compliance and advisory skills.
About Archie Consulting Group
ACG is a boutique recruitment firm with focus areas in tax, accounting, energy, finance and construction. We have an amazing client base all of the US with opportunities for experienced professionals.