Tax Manager/senior Manager - Private Client Services

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Tax Manager/Senior Manager - Private Client Services
Duties: 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, etc.

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