Tax Senior Manager, Private Client Services

Responsibilities: Review basic to complex individual and other tax returns Research and document analysis findings Direct interaction with clients and their advisors Communicate project status to supervisors, teams and clients Assist with billing, collections, and training activities Manage client engagements, supervise and review team work Pursue advanced tax knowledge through engagements and developments Identify tax planning and consulting opportunities Participate in business development and networking Monitor KPIs for the business line Involve firm specialists to expand cross-service opportunities Other duties as required Supervise, train, and manage associates and senior associates Provide review comments and feedback on work Train on software/tools and PCS methodology Schedule and manage workload Act as Career Advisor and provide feedback

Key requirements: Bachelor’s degree in Accounting Seven or more years of public accounting and private client services experience CPA or Licensed Attorney Master’s in Accounting or Taxation, preferred JD or LLM in Taxation, preferred Gosystems and BNA Tax Planner, preferred Microsoft Office Suite, preferred Excellent verbal and written communication Detail-oriented Strong analytical and critical thinking Gosystems BNA Tax Planner Microsoft Office Suite