Senior Manager - Private Client Services

Profile

Senior Manager - Private Client Services
The candidate in Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.). Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively. Conduct primary and secondary review of complex tax returns – including federal and state filings. Draft technical tax memoranda. Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning. Should have 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience. Bachelor’s and/or advanced degree – Accounting, Finance, Economics or related degree is preferred. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD) is desired.

Company info

Sign Up Now - MiamiCrossing.com