My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston.
Responsibilities
- Serving as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections.
- Leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategies
- Presenting federal and state income tax returns and strategizing for clients
- Working with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundations
- Identifying industry/client tax planning opportunities and issues
- Implementing tax advice in response to new legislations and planning
- Facilitating complex tax research, and establishing tax strategies for various client business transactions
- Advising regarding IRS and state issues, and responding to correspondence and audits
- Assisting with interim tax projections and year end closeouts
- Providing supervision, training, and mentoring to tax staff, seniors and other team members