PCS Senior Tax Manager

Regal Executive Search LLC; Springfield Meadows (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading tax services firm in California is seeking an experienced Tax Senior Manager for its Private Client Services practice. You will be responsible for managing engagements, developing client relationships, and providing strategic tax consulting services to multi-generational wealthy families. The ideal candidate has over 8 years of public accounting experience, a CPA license, and expertise in personal taxation and trusts. This role offers a pathway to a future Partner position and a chance to mentor staff in a collaborative environment.

Qualifications

• 8+ years continuous recent public accounting experience.
• Experience working for a Big 4 or large national, regional or local accounting firm.
• Strong experience with private client services.

Responsibilities

• Manage multiple engagements and drive success.
• Develop and maintain client communications.
• Provide timely performance feedback and manage a book of business.

Skills

Public accounting experience

Analytical skills

Communication skills

Client management

Education

Bachelor's degree in Accounting

CPA license

Job description

PCS Tax Senior Manager

Current seeking an experienced Tax Senior Manager to join our expanding Private Client Services practice in El Dorado Hills. This role provides an opportunity to join a high-performing tax practice as a leader with opportunity for future Partner role. You will use your expertise in taxation to provide compliance and consulting services to multi-generational wealthy families and their private businesses and/or investment entities. Private businesses and investments are often owned in flow-through enterprises such as partnerships and S corporations. You will also help lead and manage our growth, identify and seize new business opportunities, supervise staff and work closely with the Partners, clients and family offices.

We provide an exceptional opportunity to develop professionally through exposure to strategic tax planning and compliance, structure consultations with respect to family entities or private business entities, and all related Private Client/Family Wealth Services (personal taxation, charitable taxation, trust taxation, estate & gift taxation and financial planning for multi-generational families).

Candidates must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.

Position Description

• Managing and driving the success of multiple engagements
• Be client facing and grow practice
• Be responsible for revenue generation and managing a book of business
• Attracting, developing, and retaining top talent
• Keeping lines of communication open with staff and clients
• Ability to manage within budgetary and time constraints while providing a high-level of client satisfaction
• Anticipating and addressing client concerns and escalating problems as they arise
• Initiating "cross selling" business to other practices
• Promoting new ideas and business & tax solutions that result in extended services to existing clients
• Developing an understanding of client's business or family structure & investments, and becoming a "functional expert" in the area
• Keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications
• Providing appropriate and timely performance feedback to those supervised

Basic Qualifications

• 8+ years continuous recent public accounting experience
• Experience working for a Big 4 or large national, regional or local accounting firm
• Bachelor's degree in Accounting
• CPA license required
• Strong experience with private client services (personal taxation, and trusts)
• Experience in the review of tax returns for wealthy family members and their trusts and investment entities.
• Must be able to support financial growth efforts and manage a book of business
• Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners
• Strong verbal and written communication skills with the ability to articulate complex information and tax laws

Preferred Qualifications

• Masters of Taxation, MBA or Law Degree