Tax Manager - Private Client Services

Company: Vast Recruitment LLC
Location: Denver
Posted on: May 27, 2023

Job Description:

A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development.
Major Responsibilities:

• Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with Client Service Standards
• Demonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)
• Manage engagements/assignments in a consistently profitable manner
• Review client engagement/assignment documentation, returns and work papers for accuracy
• Supervision of client engagement/assignment procedures
• Development of team members - serve as mentor, advisor, team leader, and/or Career Advocate (CA)
• Provide team members with timely and candid performance feedback supporting the firm's performance management process
• Plan and complete assignments in a timely manner
• Ability to recognize, research, document and satisfactorily resolve technical issues
• Generate new business and retain current business
• Expand services to existing clientsPreferred Experience/Background/Skills
  • CPA required
  • Bachelors degree in Accounting or related degree
  • Five or more years of applicable experience in individual income tax planning and compliance
  • Experience with trust income tax compliance a plus
  • Ability to research technical issues and document results
  • Ability to supervise, coach, and develop individuals and/or large groups.
  • Proficiency in Microsoft Office programs (Word and Excel required).
  • Excellent verbal and written communication skills.
  • Strict adherence to professional ethics.
  • Ability to successfully contribute to the success of a strategic business unit of the firm.
    Must Have
    • CPA
    • 6-12 years of experience
    • Nice to Have
    • Experience with estate tax and high value clients.
    • Prior experience with one of the big 4 accounting firms.

Keywords: Vast Recruitment LLC, Denver , Tax Manager - Private Client Services, Accounting, Auditing , Denver, Colorado