Tax Senior Manager, Private Client Services
$146,000–$200,000 year
On-siteDenver, Colorado, United States
Job Summary
Manage tax and consulting engagements for high net-worth clients, acting as the primary contact for preparation, presentation, and resolution of complex estate, income, gift, and trust tax matters. Direct communication with government agencies on high-complexity issues, conduct advanced tax research, and develop recommendations for clients and leadership. Supervise associates and senior associates by reviewing work, providing performance feedback, training on software tools, and managing their workloads. Identify technical issues, prioritize engagements to keep projects on track, and build relationships with internal professionals and external referral sources.
Required Qualifications
- Bachelors degree
- Major in Accounting, Finance, Economics or Statistics
- Seven (7) or more years prior experience in accounting, finance, or law
- Experience in the private client service area
- Prior supervisory experience
- 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
- Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat
Desired Qualifications
- Masters in Accountancy or Taxation
- Experience working in public accounting
- 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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