Senior Manager, Personal Tax Advisory
- Full-time
Our client is seeking a Tax Senior Manager . This role focuses on managing high-net-worth individual and business-owner client relationships overseeing sophisticated tax engagements and leading a team of tax professionals.
The ideal candidate brings deep experience in individual fiduciary and gift tax planning and compliance along with strong leadership capabilities. Experience in international individual tax planning is highly desirable. This role requires excellent organization technical rigor and the ability to manage multiple complex engagements simultaneously.
Key Responsibilities
Manage a portfolio of high-net-worth clients ensuring exceptional service and timely delivery of all tax-related work.
Oversee and review complex individual fiduciary and gift tax compliance and planning engagements.
Provide technical guidance on flow-through entity taxation as it impacts clients personal returns.
Supervise managers and senior staff contributing to training development and performance management.
Lead the execution of increasingly complex assignments within the Individual Tax specialty.
Conduct tax research and communicate findings clearly to clients and internal teams.
Participate in business development and client relationship expansion opportunities.
Qualifications
CPA required.
Minimum of 10 years of relevant tax experience; advanced degree preferred.
Strong leadership and team management skills.
Extensive knowledge of individual fiduciary gift and flow-through entity taxation.
Experience with international individual tax planning and compliance preferred.
Proficiency with tax preparation and planning software as well as Microsoft Office applications.
Strong written and verbal communication skills.
Ability to manage multiple engagements and maintain high service standards.
Experience supporting business development activities.
Required Experience :
Senior Manager
Key Skills
Anti Money Laundering,Arabic Speaking,Machinery Maintenance,Customer Service,AX
Employment Type : Advisor
Experience : years
Vacancy : 1
Create a job alert for this search
Tax Senior Manager • Cleveland, Tennessee, USA
Experienced Tax Professional
Senior Private Client Relationship Manager
Hiring Now - Work from Home - No Experience
Travel Physical Therapist
Tax Senior
DCS CASE MANAGER 1 • - EG - 04012025- 66745
Travel Physical Therapist - $2,276 per week
Tax Professional - Franchise Location
Staff or Senior Tax Accountant | Tax Supervisor – Remote
Tax Manager - Financial Services Organization - GCR / Insurance - Manager, Captive Insurance
Travel Outpatient Physical Therapist
Travel Physical Therapist
Indirect Tax Gobal Trade Advisory Senior
Tax Associate
Travel Outpatient Physical Therapist
Travel Outpatient Physical Therapist - $2,000 per week
Travel Outpatient Physical Therapist - $2,285 per week
