Private Client Service Tax Manager

Allnessinc

Houston, Texas

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JOB DETAILS

SKILLS

Accounting, Accounting Certifications, Analysis Skills, Career Counseling, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Service Management, Customer Support/Service, Financial Management, High Net Worth, Income Tax, Interpersonal Skills, Leadership, Legal Research, Local Tax, Maintain Compliance, Mentoring, Multitasking, Organizational Skills, Presentation/Verbal Skills, Private Client Services, Problem Solving Skills, Project/Program Management, Public Accounting, Resolve Customer Issues, Sales, Sales Management, State Tax, Tax Planning, Tax Regulations, Tax Returns, Technical Support, Time Management, Training/Teaching

LOCATION

Houston, Texas

POSTED

30+ days ago

Job Code : AINC17501 Job Title : Private Client Service Tax Manager We have partnered with a large Accounting Firm in the Houston, TX area to provide them with a Private Client Services Tax Manager. We are seeking a high-performing Private Client Services Tax Manager. This position will have responsibilities in oversight of tax compliance for individual, gift, trust and estate tax returns for high net-worth clients. Additionally, the candidate may also be responsible for compliance oversight with enterprise related returns, primarily for related party flow through entities. This position offers an excellent opportunity for leadership, learning and career advancement for the right candidate. Responsibilities of the Private Client Services Tax Manager: · Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects while effectively producing a value outcome for our clients & the firm. · Develop and execute tax planning techniques for clients while addressing client needs. · Assist with identifying new and additional service opportunities from existing and potential clients through client interactions and recommendations. · Communicate and interact closely with the client’s advisors, such as attorneys and financial managers. · Assist with compliance and advisory needs for enterprise related returns, primarily related party flow through entities. · Research tax laws and prepare tax memorandums on technical issues. · Ability to reason and effectively multi-task. Strong communication skills with the ability to apply one's understanding as to execution requirements and provide effective instructions in written, oral or diagram form. · Recognize complex technical issues, reach appropriate conclusions and apply appropriate technical authorities to support conclusions. · Ability to organize and priority daily work responsibilities to meet deadlines. · Ability to complete work in an effective and accurate manner. · Supervise associates and senior associates, providing them with leadership, counseling and career guidance as appropriate & required. · Possess a strong background in effective engagement management, knowing how to manage all aspects of client accounts. · Participate in mentoring, training, recruiting, retention, and team-building activities. · Participate in developing & presenting internal training and seminars on technical issues. Requirements of the Private Client Services Manager: · Bachelor’s degree in Accounting · CPA certification required · 5-10 years of public accounting · Private client advisor experience, including enterprise entity compliance and advisory skills. · Hands-on experience with review and preparation of all forms and schedules related to individuals, gifts, trusts, estates and enterprise entities. · Knowledge and experience with flow through entities (i.e. Family Limited Partnerships, S-Corporations, Partnerships, etc.). · Experience with tax preparation and research software required--GoSystems, BNA Income Tax Planner, GoFileRoom, BNA Bloomberg and Checkpoint · Experience with various facets of state & local taxation, compliance & advisory, including sales & use, personal & real property, franchise and multi-jurisdiction income tax (Experience in other than multi-state income/franchise is valued but not required. A base level of multi-state income/franchise experience is expected). · Demonstrated experience in effectively building, interfacing and managing client base. · Excellent supervisory, organizational, problem solving, critical/analytical thinking, written and oral communication, and interpersonal skills. · Exceptional client service and communication skills. · Excellent project management and presentation skills. Job Type: Full-time Benefits: * 401(k) * Dental insurance * Health insurance * Vision insurance

Private Client Service Tax Manager

Allnessinc

Houston, Texas

About the Company

Allnessinc

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