- Bachelor's Degree
- Master's Degree
MANDATE FOR THE ROLE
Applies technical tax knowledge and skills to oversee and manage the completion of client projects and tax deliverables. Mentors and works with staff resources to ensure successful completion of deliverables. Directly reports to the Principal and/or Client Service Director
Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc).
Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise; Prepare and provide details for discussion and resolution.
Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities).
Successfully research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues.
Support management of existing client revenue through review of works in progress and preparation of billings for special projects/consulting services provided to the client.
Begin to form initial networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities.
Proactively communicate and discuss impact of technical tax matters and communicate to client’s tax changes, implications and potential impact to their financial strategies and goals.
Coach and mentor tax seniors and tax associates.
Support Principal/Director in providing family office services to clients including review of financial statements, communicating with outside service providers (brokers, attorneys, etc.).
Apply functional, product, and industry skills to client engagements and strive to enhance knowledge through direct guidance from the Principal and Client Service Director.
Manage all tax deliverables: gather and review tax data from client, assign staff resources to prepare work papers and tax returns and oversee detailed review of prepared returns.
Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers.
Gains an understanding of the client’s financial, business and family goals and is responsible for executing strategies to achieve these strategies.
Act as a role model to staff members to build team expertise and knowledge sharing.
KNOWLEDGE AND SKILLS
Bachelor's degree in business, accounting or related field preferred, MBA or MST a plus; CPA license or law degree desirable.
4 yrs exp dealing with individual, fiduciary and entity tax compliance and tax issues. Strong accounting and analytical skills. Knowledge concerning investments, philanthropy, financial and estate planning, and general business planning.
Strong client service orientation and technical skill set, creative problem solving skills, strong written and verbal communication skills, and the ability to develop and mentor a team.