Manager, Federal Tax (Private Client Services)

Alvarez & Marsal; Miami (FL); Presencial; USD 110 000 - 140 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare plans

Flexible spending accounts

401(k) retirement plan

Paid time off

Resumo da oferta

Alvarez & Marsal (A&M) is actively growing its PCS practice in the U.S., seeking a Manager to provide tax planning and advisory services to high-net-worth individuals. You will lead multi-disciplinary teams, supervise Associates, and deliver comprehensive tax solutions across income, wealth transfer, and international tax matters.

You will work closely with clients and internal teams, applying technical tax knowledge to complex issues, while mentoring staff and contributing to business

Qualificações

• Bachelor’s degree in Accounting required.
• 4+ years’ experience with high net worth individuals in tax planning.
• CPA or Licensed Attorney.
• Experience leading work streams and mentoring junior staff.
• Excellent verbal and written communication; strong Excel skills.
• Experience with GoSystems, OneSource, and research software preferred.
• Ability to manage multiple projects and deadlines.

Responsabilidades

• Provide tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax.
• Demonstrate extensive technical skills with tax compliance assignments for individual tax clients using forms 1040, 1041, 709, and FinCEN 114.
• Work as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients.
• Identify, research, and provide analysis on a wide range of complex tax issues.
• Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product.
• Supervise, develop, mentor, and motivate Associates and Senior Associates; participate in advancement through training and feedback.
• Manage workload and deadlines for Associates and Senior Associates with focus on quality and efficiency.
• Manage client calls to understand priorities and apply tax knowledge to client situations.
• Create deliverables that are concise, complete, and address client key elements.
• Communicate work plan, objectives, and timelines to project teams.
• Encourage open expression of ideas and diverse perspectives.
• Build client relationships and understand client businesses; take on additional responsibility.
• Assist with business development, including creating resources and proposal materials.

Conhecimentos

Tax planning

High net worth clients

Leadership & mentoring

Communication skills

Excel

Formação académica

Bachelor's degree in Accounting

CPA or Licensed Attorney

Ferramentas

GoSystems

OneSource

Descrição da oferta de emprego

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

The Team

We’re currently growing one of our Federal Tax specialty areas, Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Manager to join our team.

How You Will Contribute

• Focus on providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
• Demonstrate extensive technical skills with tax compliance assignments for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
• Work as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients
• Identify, research, and provide analysis on a wide range of complex tax issues
• Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
• Supervise, develop, mentor, and motivate our Associates and Senior Associates by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
• Manage workload and deadlines for Associates and Senior Associates with focuses on quality, efficiency, and effectiveness of the project team
• Manage client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
• Create deliverables that are concise, complete, and address the elements deemed critical by the client
• Clearly communicate work plan, project objectives, and timelines to multidisciplinary project teams
• Encourage open expression of ideas and opinions, actively seeks opportunities for others to share diverse experiences and perspectives
• Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
• Assist with business development, including add-on work by creating business development resources and proposal materials

Qualifications

• Bachelors degree in Accounting
• 4+ years’ of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
• CPA or Licensed Attorney
• Prior proven experience leading and managing work streams and mentoring junior staff
• Excellent verbal and written skills with the ability to articulate complex tax concepts, establish credibility and influence clients
• Excellent research, writing, and analytical skills
• Advanced user of all Microsoft Office products (with an emphasis on Excel)
• Experience with GoSystems, OneSource, and research software preferred
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow
• Detail-oriented and possess strong organizational skills

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&amp'D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.

The salary range is $110,000 - $140,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.