Job Title: Tax Senior Manager or Director, Private Client Services Location: US-NY-Williamsville Estimated Salary Range: $100,000 - $250,000* Overview:Responsibilities:
- Lead client and billable tasks, ensure client support throughout the year, lead efficiency opportunities, and manage client work
- Assist with managing multiple clients and engagements including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively
- Create a strong partnership with engagement teams to ensure you and your engagement team are on task
- Support and manage core Private Client Services Tax functions and additional responsibilities/projects as requested
- Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise
- Work closely with partners and staff on client management, practice development and business development activities
Qualifications:
- Bachelor's Degree Required
- CPA or JD required
- 5-10 years of progressive experience at a public accounting firm
- Knowledge and previous experience working within Private Client Services taxation including:
- C-Corps
- S-Corps
- Partnerships
- Individuals
- Tax research
- Excellent leadership and organizational skills
- Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams
- Understanding of Outlook, Excel, Word, Adobe, etc. required
- Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and flexibility are required and keys to success
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