Tax Manager -Private Client services

HireTalent; St. Louis (MO); On-site; USD 80,000 - 110,000; Full time

Job summary

Join a leading accounting and consulting firm as a Private Client Services Tax Manager, where you will play a pivotal role in delivering exceptional service to high-net-worth clients. This position offers the opportunity to leverage your extensive experience in income tax planning and compliance while mentoring team members and driving business development. The firm is committed to fostering an inclusive culture that values diversity and promotes growth. If you are a CPA with a passion for client service and team development, this role is perfect for you.

Qualifications

• 9+ years of experience in individual income tax planning and compliance.
• Must have CPA certification and a Bachelor's degree in Accounting.

Responsibilities

• Provide outstanding service to high-net-worth individuals and related entities.
• Manage engagements and develop team members while ensuring profitability.

Skills

Income Tax Planning

Compliance

Client Service

Team Development

Technical Research

Microsoft Office (Word and Excel)

Communication Skills

Education

Bachelor's degree in Accounting

CPA

Tools

Microsoft Office

Job description

Description

The client is one of the nation’s leading accounting and professional consulting firms. The client name and reputation are synonymous with experience, integrity, and value.

Client redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.

A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development.

Major Responsibilities:

• Provide outstanding service to a broad range of high-net-worth individuals, executives and business owners, and related entities in accordance with Client Service Standards
• Demonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)
• Manage engagements/assignments in a consistently profitable manner
• Review client engagement/assignment documentation, returns, and work papers for accuracy
• Supervision of client engagement/assignment procedures
• Development of team members – serve as mentor, advisor, team leader, and/or Career Advocate (CA)
• Provide team members with timely and candid performance feedback supporting the firm’s performance management process
• Plan and complete assignments in a timely manner
• Ability to recognize, research, document and satisfactorily resolve technical issues
• Generate new business and retain current business
• Expand services to existing clients

Preferred Experience/Background/Skills

• CPA required
• Bachelor's degree in Accounting or related degree
• 9+ years of applicable experience in individual income tax planning and compliance
• Experience with trust income tax compliance a plus
• Ability to research technical issues and document results
• Ability to supervise, coach, and develop individuals and/or large groups.
• Proficiency in Microsoft Office programs (Word and Excel required).
• Excellent verbal and written communication skills.
• Strict adherence to professional ethics.
• Ability to successfully contribute to the success of a strategic business unit of the firm.

One Firm

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. The client is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request an accommodation, please contact your recruiter.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.