Tax Manager, Private Client Services
$112,000–$150,000 year
On-siteDallas, Texas, United States
Job Summary
Manage tax and consulting engagements for high net-worth clients, gathering information to prepare returns and providing feedback on individual, trust, estate, and gift tax matters. Direct communication with government agencies for complex issues, conduct advanced tax research, and develop recommendations for leadership. Supervise associates and senior associates by reviewing work, training on software tools, scheduling workloads, and providing performance feedback. Build and maintain relationships with clients, advisors, and external sources while seizing business development opportunities. Prioritize tasks individually and as a team, ensuring timely resolution of client service issues.
Required Qualifications
- Bachelor's degree
- Bachelor's degree, major in Accounting, Finance, Economics, or Statistics
- Five (5) or more years prior experience in accounting, finance, or law
- Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations
Desired Qualifications
- Major in Accounting, Finance, Economics, or Statistics
- Master's degree in Accountancy or Taxation
- Experience working in public accounting, or the private client service area
- Possession of other professional degrees or certifications applicable to role
- Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep)
- Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis)
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