Private Client Tax Manager / Senior Manager
Full Time
No Travel Required
On-site
Depends on Experience
Fitment
Dice Job Match Score™
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Job Details
Skills
- Active CPA
Summary
Key Responsibilities
- Lead tax engagements for high-net-worth and private wealth clients.
- Manage client deadlines, deliverables, budgets, and overall engagement execution.
- Review complex individual income tax returns.
- Review estate, gift, and trust tax returns.
- Provide comprehensive tax planning and advisory services.
- Develop proactive tax recommendations based on current tax laws and regulations.
- Research, identify, and resolve complex tax issues.
- Maintain and strengthen long-term client relationships.
- Serve as a trusted tax advisor to high-net-worth individuals, families, and business owners.
- Identify opportunities to improve internal and client processes through technology.
- Mentor, coach, and develop junior and senior tax professionals.
- Work closely with Senior Managers and Partners on complex client matters.
- Provide high-quality client service and technical tax guidance.
- Stay current on changes in federal, state, and local tax regulations affecting private clients.
Required Qualifications
- Bachelor's degree in Accounting, Finance, or a related field.
- 7+ years of public accounting tax experience.
- Active CPA license is required.
- Strong individual taxation experience.
- Strong experience with estate, gift, and trust taxation.
- Experience reviewing complex individual and fiduciary tax returns.
- Strong tax planning and advisory experience.
- Demonstrated experience working with high-net-worth/private clients.
- Strong client relationship-management skills.
- Leadership, coaching, and mentoring experience.
- Excellent written and verbal communication skills.
- Strong project-management and organizational abilities.
- Ability to manage multiple complex engagements and deadlines.
Preferred Qualifications
- Previous Senior Manager-level experience.
- Extensive experience serving high-net-worth individuals and private wealth clients.
- Experience handling sophisticated estate, gift, and trust tax matters.
- Experience advising business owners and closely held businesses.
- Strong technical research and tax-planning capabilities.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: 10114746
- Position Id: 9088304
- Posted 5 hours ago
Company Info
Vy Systems offers Technology consulting and sourcing services (G-TCSS) as one of its primary offering to the customers at global locations. We service our customers with RESPONSIVENESS as a key factor and believe that timely response to a TCSS transaction accelerates the revenue, thus increasing the productivity that results in operational efficiency and profitability. TCSS is run by a team of professionals having more than two decades of global experience in Technology consulting and resourcing business. The management team has been involved in successfully sourcing more than 6000 technology experts for global locations. We have been running this business since last 14 years and have been decently successful. Services are managed by a well oiled team comprising of tech talent spotters , shortlisters, sourcers, resource managers,web miners with active support from the senior management team.
Our Mission
Vy Systems provides a unique proposition to its customers with its service models. The concept involves a virtual extension of your IT department. From support to staff, infrastructure and development, to the delivery of key metrics and reports, Vy Systems will help companies reduce their IT costs and maintain a high level of performance and response.
Careers Page
Our Mission
Vy Systems provides a unique proposition to its customers with its service models. The concept involves a virtual extension of your IT department. From support to staff, infrastructure and development, to the delivery of key metrics and reports, Vy Systems will help companies reduce their IT costs and maintain a high level of performance and response.
Careers Page
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