Private Client Tax Manager/ Senior Manager

Mowery & Schoenfeld Llc

$110K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, finance, or a related field
  • 7+ years of public accounting tax experience
  • 1+ years in a senior managerial role preferred
  • CPA certification with an active license
  • Expertise in Individual, Gift, Estate, and Trust income tax compliance
  • Experience managing and advising clients on tax solutions
  • Strong communication and team leadership skills

Responsibilities

  • Lead client engagements with urgency and attention to their needs
  • Develop recommendations while balancing multiple assignments and deadlines
  • Provide proactive tax advice, especially for private wealth and high-net worth clients
  • Collaborate creatively to solve tax-related issues
  • Utilize technology to enhance internal and client processes
  • Mentor younger staff and collaborate with Senior Managers and Partners

Benefits

  • Flexible work schedule with in-office or hybrid options
  • Professional development opportunities
  • Supportive team environment
  • Focus on work/life balance
  • Emphasis on growth and problem-solving culture
Full Job Description
Do you have a passion for tax work with HNW clientele and are looking to continue to evolve your leadership skills within public accounting, while maintaining a healthy work/life balance?

Mowery & Schoenfeld is seeking an ambitious and curious tax or senior tax manager with particular interest and expertise in private wealth and high-net worth group, mentoring younger staff, seeking ongoing learning, and providing exemplary client service.

Tax Managers operate as leaders and mentors within our Firm by demonstrating the ability to:
  • Lead engagements by meeting client needs with a sense of urgency.
  • Develop recommendations and maintaining client relationships by balancing the client needs along with other assignments and deadlines.
  • Provide proactive advice based on their knowledge of tax law, particularly within the private wealth and high-net worth group
  • Demonstrate initiative to creatively solve issues in collaboration with the lead.
  • Leverage technology to automate both internal and client processes to improve efficiency.
  • Act as a mentor to younger staff and work directly with Senior Managers and Partners.

Qualified candidates who can work in-office or hybrid schedules are strongly preferred.

We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications:
  • Bachelor's degree in accounting, finance or other relevant discipline
  • 7+ years of tax experience in public accounting, with 1+ years in a senior managerial role preferred
  • CPA-certified and active license
  • Expertise in management of Individual, Gift, Estate, and Trust income tax compliance and providing knowledgeable review of complex returns
  • Background and experience managing and actively providing advisory and tax solutions to clients
  • Feels empowered to provide solutions and ideas
  • Values professional development
  • Exhibits excellent project and team leadership, and communication skills
  • Shares our focus on growth and problem-solving


For more information on our benefits, click here:

https://www.msllc.com/careers/our-benefits/

Similar Jobs

More Jobs at Mowery & Schoenfeld Llc

More Legal & Accounting Jobs

Find similar Private Client Tax Manager/ Senior Manager jobs: