Expand technical and professional knowledge through greater exposure to new client situations, regular self-study and formal training opportunities. Provide leadership on client engagement, effectively managing the expectations of clients.
Coordinate closely with and serve as a point person for Relationship Managers across Bank lines of business to source tax-credit lending opportunities, vet transactions, help structure project or commercial financing.
Build and manage client relationships, manage teams of tax professionals and assistants working on client projects, and participate in and contribute to market and business activities external to the firm.
The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues
Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. Analyze state tax considerations and impacts related to business restructuring projects and intercompany transactions
Participate in multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests.