Senior Private Client Tax Manager for High Net Worth

Alvarez & Marsal; Miami (FL); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Healthcare plans

Flexible spending accounts

401(k) retirement plan

Paid time off

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Tax planning

High net worth clients

Leadership & mentoring

Communication skills

Excel

Education

Bachelor's degree in Accounting

CPA or Licensed Attorney

Tools

GoSystems

OneSource

Job description

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