Private Client Tax Manager — Federal & International

Alvarez & Marsal; Washington (District of Columbia); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) plan

Paid time off

Discretionary bonus

Job summary

Alvarez & Marsal seeks a Manager in Private Client Services, Tax, to provide tax planning and consulting for high net worth individuals, including wealth transfer and international tax. You will work on complex tax issues within a multidisciplinary team and mentor junior staff.

The role emphasizes client relationship building, timely deliverables, and potential involvement in business development. CPA or EA preferred; DC-area opportunity available.

Qualifications

• Bachelors degree in Accounting.
• 4+ years' experience with high net worth individuals in tax planning, reviewing workpapers, and preparing income tax returns.
• CPA or Licensed Attorney.
• Prior proven experience leading and mentoring staff.
• Excellent verbal and written skills with the ability to articulate complex tax concepts and influence clients.
• Excellent research, writing, and analytical skills.
• Advanced user of Microsoft Office products (with 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.

Responsibilities

• Provide tax and consulting services to high net worth individuals in income tax, wealth transfer, and international tax.
• Demonstrate extensive technical skills with tax compliance assignments for individual tax clients.
• 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 through on-the-job training.
• Manage workload and deadlines for Associates and Senior Associates with focus on quality and efficiency.
• Manage client calls to understand critical areas and apply tax knowledge to client situations.
• Create deliverables that are concise, complete, and address client needs.
• Clearly communicate work plan, objectives, and timelines to project teams.
• Encourage open expression of ideas and diverse perspectives.
• Build client relationships and demonstrate knowledge of client businesses; take on more responsibility quickly.
• Assist with business development, including add-on work via proposals and resources.

Skills

Analytical thinking

Communication skills

Client relationships

Project management

Leadership

Education

Bachelor's in Accounting

CPA or Licensed Attorney

Tools

GoSystems

OneSource

Microsoft Excel

Research software

Job description

Alvarez & Marsal seeks a Manager in Private Client Services, Tax, to provide tax planning and consulting for high net worth individuals, including wealth transfer and international tax. You will work on complex tax issues within a multidisciplinary team and mentor junior staff.

The role emphasizes client relationship building, timely deliverables, and potential involvement in business development. CPA or EA preferred; DC-area opportunity available.