Tax Manager - Public

You will be expected to understand the client's financial, business, and goals and implement strategies to achieve them.

Responsibilities:

• Generate revenue from existing clients by identifying opportunities for expansion and evaluating retainer and billing agreements.
• Act as the primary point of contact and relationship manager for clients, their families, and outside service providers.
• Manage outside service providers, including coordinating activities such as drafting documents for personal estate and entities.
• Ensure tax compliance (filings, extensions, review of tax returns for client and related entities) for accuracy on material issues.
• Successfully resolve complex tax issues through research and analysis, and proactively discuss issues and alternatives with clients.
• Manage existing client revenue through review of work in progress and preparation of billings for special projects/consulting services provided by the client.
• Develop internal and external networks to form strong working relationships with the aim of growing and generating new business opportunities.
• Proactively communicate and discuss the impact of technical tax matters, and communicate to clients tax changes, implications, and potential impact to their financial strategies and goals.
• Identify new business opportunities from within current client accounts or relationships and encourage cross-selling among service lines.
• Use skills such as CCH ProSystem Fx, High-net-worth individual, Federal Income Tax Return, and Income Tax Return.
• The candidate must have a minimum of 7 years of experience as a Tax Manager in a public setting.
• Proficiency in CCH ProSystem Fx is required.
• The candidate must have experience working with high-net-worth individuals.
• Experience in Federal Income Tax Return is essential.
• The candidate must possess skills in preparing and reviewing Income Tax Returns.
• Strong communication, leadership, and organizational skills are necessary.
• The candidate should have a Bachelor's degree in Accounting or related field.
• CPA certification is highly preferred.
• The candidate must have a thorough understanding of tax laws and regulations.
• Strong analytical skills and the ability to solve complex tax-related issues are required.
• The candidate must be able to work independently as well as part of a team.
• Proficiency in Microsoft Office Suite, particularly Excel, is required.
• The candidate must be detail-oriented and able to manage multiple tasks simultaneously.
• Excellent client service skills are necessary.
• The candidate must have a strong ethical compass and adhere to all industry standards and regulations.