Private Client Tax Manager

Location: Stamford, Connecticut

Grade: Tax Manager

Service Line: Private Client Services

Working Pattern: Hybrid

About Them:

Are you a Private Client Tax professional who enjoys working with high-net-worth individuals, families and closely-held businesses where the work goes well beyond compliance?

I'm working with a leading professional services firm to appoint a Tax Manager within its Private Client Services practice, supporting an impressive portfolio of entrepreneurs, business owners, family groups and HNW individuals. This is an opportunity for someone who wants to combine complex tax advisory, relationship management and long-term planning with the opportunity to become a trusted adviser to their clients.

The role will include:

• Taking ownership of a portfolio of Private Client Services engagements from planning through to completion
• Advising HNW individuals, families, entrepreneurs and owners of closely-held businesses on federal and state tax matters
• Managing complex tax compliance alongside forward-looking tax planning and advisory
• Working across a variety of entity structures including corporations, partnerships, trusts, estates, fiduciary entities and foundations
• Identifying tax planning opportunities arising from clients' personal circumstances, businesses and transactions
• Advising clients on the tax implications of business transactions and implementing appropriate planning strategies
• Conducting and overseeing complex tax research
• Supporting clients with IRS and state tax matters, including correspondence, enquiries and audits
• Assisting with tax projections, year-end planning and closeouts
• Building strong, trusted relationships with clients and becoming a key point of contact for their tax needs
• Managing engagement budgets, billing and collections
• Coaching and mentoring Tax Seniors and junior team members
• Contributing to client seminars, webinars and thought-leadership initiatives
  
  

The Individual:

• 5 years' experience within public accounting
• Strong Private Client Services experience
• Experience advising HNW individuals, families and/or closely-held businesses
• A strong understanding of federal and state income taxation
• Experience across multiple entity types, including partnerships, corporations, trusts and estates
• CPA or Enrolled Agent (EA) qualification
• A Bachelor's degree
• Experience with tax technology such as CCH Axcess
• Strong technical research and problem-solving skills
• Excellent written and verbal communication skills
• The confidence and executive presence to work directly with sophisticated clients
• A collaborative, commercially minded approach with an interest in developing both clients and people
  
  

Interested?

If you're currently working in Private Client Tax / PCS and are open to hearing about opportunities where you can work with more complex clients, broaden your advisory exposure and take greater ownership of relationships, I'd be keen to have a confidential conversation.