Tax Senior Manager / Director Private Client Service

Responsibilities

• The PCS Senior Tax Manager / Director is responsible for providing tax and consulting services to high-net-worth clients as well as managing, developing, and growing the PCS practice.
• Supervise a team, foster client relationships, prospect and contribute to the continually evolving business.  The Indvidual, will collaborate closely with Partners in an entrepreneurial environment that values quality service and expertise. 
• Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families.
• Develops a professional relationship with the client and serves as the main point of contact to the client and ensures that the client is fully informed of throughout the engagement progress.
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of services.
• Conduct reviews of complex tax returns, as well as draft technical memos. 

Qualifications

• CPA
• 8 plus years' experience in federal tax compliance, planning, consulting, etc. at a reputable public accounting firm 
• Technical knowledge sufficient enough to train, mentor, and sell