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Tax Manager - Private Client Services

$107k-142k (estimate)

Full Time 4 Days Ago

Save

Global Placement Firm is Hiring a Tax Manager - Private Client Services Near Denver, CO

Excellent company looking to add a successful Tax Manager - Private Client Services Professional to their team!
***Hybrid position 2-3 days on-site per week***

Responsibilities:

Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with company Client Service Standards
Demonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)
Manage engagements/assignments in a consistently profitable manner
Review client engagement/assignment documentation, returns and work papers for accuracy
Supervision of client engagement/assignment procedures
Development of team members - serve as mentor, advisor, team leader, and/or Career Advocate (CA)
Provide team members with timely and candid performance feedback supporting the firm's performance management process
Plan and complete assignments in a timely manner
Ability to recognize, research, document and satisfactorily resolve technical issues
Generate new business and retain current business
Expand services to existing clients

Skills, Knowledge and Qualifications

CPA required
Bachelors degree in Accounting or related degree
Five or more years of applicable experience in individual income tax planning and compliance
Experience with trust income tax compliance a plus
Ability to research technical issues and document results
Ability to supervise, coach, and develop individuals and/or large groups.
Proficiency in Microsoft Office programs (Word and Excel required).
Excellent verbal and written communication skills.
Strict adherence to professional ethics.
Ability to successfully contribute to the success of a strategic business unit of the firm.

MUST HAVES

Bachelor's degree in accounting or related degree.
Five or more years of applicable experience in individual income tax planning and compliance.
An active CPA license.
Proficiency in Microsoft Office programs (Word and Excel required).

NICE TO HAVES

Experience with trust income tax compliance a plus.
Prior experience with one of the Big 4 accounting firms.
Experience with estate tax and high-value clients.

Additional Information:

The typical office hours are 8:00 a.m. to 5:00 p.m. Between January 1st and April 15th, hours are more intensive given the tax season.
Ability to work extra hours as determined by the workload and client expectations.
Travel for this position will be most dependent upon office location. Travel may range from minimal to monthly.
Ability to sit for long periods of time.
Ability to move throughout the office.
Ability to lift, carry, push, and pull up to 30-50 pounds.

***FULL BENEFITS OFFERED***
***RELOCATION ASSISTANCE OFFERED FOR THE PERFECT CANDIDATE***