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
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