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Tax Manager Private Client
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Full-time
- The Tax Manager serves as a trusted advisor and member of various client service teams.
- You must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies and charitable entities managed by ultra-high net worth clients.
- Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters
- Helping in developing, building, and managing client relationships as part of the proposal process
- Assisting in managing, developing, and coaching professional tax staff
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