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 tax experience in public accounting, with at least 1 year in a senior managerial role preferred.
  • Active CPA certification and license required.
  • Expertise in managing Individual, Gift, Estate, and Trust income tax compliance.
  • Experience in providing advisory and tax solutions to clients.
  • Demonstrates a proactive approach in offering solutions and ideas.
  • Strong leadership, project management, and communication skills.

Responsibilities

  • Lead tax engagements with a sense of urgency to fulfill client needs.
  • Develop and maintain client relationships while managing multiple assignments.
  • Provide proactive tax law advice, specifically for private wealth and high-net worth clients.
  • Initiate creative solutions to issues in collaboration with senior team members.
  • Utilize technology to automate internal and client processes for improved efficiency.
  • Mentor junior staff and collaborate with Senior Managers and Partners.

Benefits

  • Flexible in-office or hybrid work schedules available.
  • Opportunities for ongoing professional development.
  • Comprehensive benefits package, details available on the company website.
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/

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