9869 : Job Description : Tax Senior Manager - Private Client Services
Our client is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This dynamic role requires overseeing multiple client engagements, with a focus on business development, marketing, and recruitment. The ideal candidate will have strong leadership skills and foster growth within the team. The role offers flexibility, including a hybrid working model with office locations available, or remote work for candidates in Minnesota.
Key Responsibilities :
- Supervise a team, manage client relationships, and contribute to building a sustainable business.
- Oversee tax planning and compliance for ultra-high-net-worth individuals and families, especially those in financial services (hedge funds, private equity).
- Expertly manage hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities.
- Review complex tax returns and communicate with clients regularly.
- Provide training, supervision, and review of staff work.
- Participate in business development and client seminars.
- Stay updated on tax laws and regulations, applying knowledge to client engagements.
- Collaborate with other tax professionals to ensure efficient service delivery.
Basic Qualifications :
Bachelor's Degree in Accounting or a related field.8+ years of tax compliance experience, specializing in individual, fiduciary, estate, and gift taxation.CPA or IRS Enrolled Agent certification.Recent public accounting experience.Preferred Qualifications :
Master's Degree in Taxation or a related field.Experience with GoSystems or CCH Axcess tax software.This role offers the chance to join one of the fastest-growing accounting firms, with a strong commitment to work / life balance, diversity, and innovation.