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Senior Tax Manager

Senior Tax Manager

Thomas, Edwards GroupDallas, TX, United States
2 days ago
Job type
  • Full-time
Job description

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.

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    Senior Tax Manager • Dallas, TX, United States

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