Private Wealth Services Tax Manager

Description

As the Private Wealth Services Tax Manager youll conduct primary and secondary reviews of complex tax returns and provide income estate and gift tax planning strategies for your high net worth closely held business and family business clients all with the resources environment and support to help you excel. Youll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities focusing on accuracy quality and client service because together is how we succeed. From day one youll be empowered by high quality tools and resources to thrive in your role to meet client needs deliver high-value solutions and help you achieve more confidently.

Your day-to-day may include :

• Providing tax planning and consulting to our firms high net worth clients for estate wills and trusts taxation and individual income taxes. Interact closely with clients other advisers such as attorneys and financial asset managers
• Managing multiple client service teams on client engagements; plan execute direct and complete tax projects in a wide variety of industries; provide innovative tax planning consulting and compliance expertise to clients; actively assist in proposal activities and manage to budget
• Managing developing training and mentoring staff on tax projects and assess performance for engagement and year-end reviews
• Researching and consulting on various tax matters primarily in the federal estate gift charitable planning and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters.
• Responding to inquiries from the IRS and other tax authorities
• Maintaining active communication with clients to manage expectations ensure deadlines are met and enhance client relationships
• Supporting business development activities such as identification proposal development and other pursuit activities at clients
• Other duties as assigned

You have the following technical skills and qualifications :

#LI-JC5

Required Experience :

Manager

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1