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 relevant discipline
  • 7+ years of tax experience in public accounting, with 1+ years in a senior managerial role preferred
  • CPA-certified with an active license
  • Expertise in managing Individual, Gift, Estate, and Trust income tax compliance
  • Experience in providing advisory and tax solutions to clients
  • Strong problem-solving mindset and initiative
  • Excellent project and team leadership skills

Responsibilities

  • Lead client engagements with a sense of urgency
  • Develop and maintain client relationships while balancing multiple assignments
  • Provide proactive tax advice based on knowledge of tax law
  • Collaborate creatively to solve issues with the lead
  • Leverage technology to enhance efficiency in processes
  • Mentor younger staff and collaborate with Senior Managers and Partners

Benefits

  • Flexible in-office or hybrid work schedules
  • Opportunities for professional development
  • Supportive team environment focused on growth
  • Access to advanced technology and resources
  • Emphasis on work/life balance
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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