Tax Senior Manager, Private Client Services
$146,000–$200,000 year
On-siteSan Antonio, Texas, United States
San Antonio, Texas, United StatesOn-siteFull Time$146,000–$200,000 yearSenior LevelFinancial ServicesEnterprise
Full TimeSenior LevelEnterpriseFinancial Services
Job Summary
Review complex individual and entity tax returns, identify planning opportunities, and manage client engagements for high net worth individuals. Supervise associates and senior associates, review their work, train staff on software and methodology, and schedule workloads. Communicate project status to supervisors and clients, handle billing and cash collection, and monitor key performance indicators. Pursue increased tax knowledge through current developments and networking activities to drive cross-service opportunities.
Required Qualifications
- Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies
- Significant knowledge of taxation of entities owned by business owners (partnership and corporate taxation)
- Bachelor's degree in Accounting
- Seven (7) or more years of public accounting and private client services experience
- CPA or Licensed Attorney
Desired Qualifications
- Master's degree in Accounting or Taxation
- Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation
- Public accounting experience working in the private client area
- CFP or Masters in Tax
- Experience with Gosystems and BNA Tax Planner
- Experience with the Microsoft Office Suite
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