We have an excellent opportunity for Tax Senior Manager in either our New York City Private Client Services (PCS) Practice. The PCS practice deals with family-owned businesses, high net worth individuals and families and the trusts, estates and companies that generate their income and wealth transfer issue between generations. Clients that are serviced by the PCS group are located throughout the country and the world.
Prepare and review family-owned businesses, high net worth individuals and families and the trusts, estates and companies that generate their income and wealth transfer issue between generations income tax returns, including related schedules and forms.
Share responsibility for engagement planning, organization, and delegation to maximize efficiency & effectiveness, achieve quality goals, maintain productivity, and maximize utilization and realization
Manage, coach and mentor less experienced staff
Act as a technical resource on all tax issues
Respond to inquiries from other offices, both nationally and internationally
Responsible for developing and maintaining superior client relationships in the PCS client niche
Provide tax technical support (review and manage) on complex issues related to individual income tax returns
Assist in the creation and development of estate and business succession plans for PCS clients
Participate in strategic marketing and branding initiatives to increase revenues from the PCS area
Conduct and present in technical sessions, focusing on recent developments to professionals throughout the firm
Help develop marketing materials to highlight the firm s High Net Worth, trust and estate capabilities, and related affluent family services
Ability to cross-sell other departments of the firm using this leading niche of the firm's business plan, such as valuation services, wealth management, estate planning
Develop, educate and train staff and assist in the growth and development of the Firm s professional team members
Bachelor s Degree in Accounting
Excellent communication skills (oral/written), organizational and interpersonal skills, and attention to detail
Strong project management and analytical skills
Strong leadership, training, mentoring and staff development skills Professionalism, dependability, integrity, and trustworthiness combined with a team mentality
Extensive knowledge of income, estate and gift tax planning, compliance and consulting
5+ years of relevant tax experience at a public accounting firm with 2-3 year(s) as a Manager
Excellent project management, analytical, interpersonal, oral and written communication skills
Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines
Strong organizational skills and attention to detail
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.