Tax Manager - Personal Financial Services
The candidate will manage financial counseling engagements that serve clients' overall financial needs and be responsible for managing and coordinating individual and fiduciary income tax planning and compliance for clients. Will contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Demonstrate an understanding of complex financial planning concepts and income tax matters and effectively apply knowledge to various clients. Develop and deliver timely and high-quality services and work products that meet or exceed client expectations. Identify business development opportunities. Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Thoroughly and accurately analyze information. Prepare quality, practical tax planning for the client's financial situation and arrive at appropriate conclusions. Participate in client meetings and work within a team environment to deliver integrated advisory services to clients. Develop budgets, determine resource requirements, and direct/monitor engagements. Participate in managing the PFS group by assisting with forecasting future work, delegating work effectively, and resolving staffing issues. Supervise staff and seniors, review their work product for completeness and accuracy, and prepare it for client delivery. Assist in their professional development. Leverage technology to continually maximize productivity. Contribute to a flexible, stable, and team-oriented working culture that fosters development. Participate in recruiting efforts when necessary. Perform other related duties, as required.
The candidate should have a Bachelor's degree and 5 years of related work experience OR a Graduate degree and 4 years of related work experience. A degree with a concentration in accounting, finance, economics or a related field is required. An advanced degree in tax or law is desirable. Must have 3+ years of tax and/or financial planning or relevant experience. A CPA, EA, JD, or CFP or other related experience or certification relevant to an area of specialization is required. A commitment to learning in a tax and financial planning technology environment is needed. Proficiency in technology applications is a must.
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