We are looking for a Private Client Services Tax Manager to join our Fort Lauderdale office. Our Private Client Services Practice caters to the needs of individuals and their families, including their businesses, personal holdings and foundations and trusts. As a PCS Tax Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
Responsibilities:- Review of income tax projections, tax workpapers and tax returns. Specifically, federal and state individual and fiduciary tax returns. Experience with gift tax returns and estate tax returns is a plus.
- Possess strong technical skills in individual and fiduciary income tax, with exposure to partnerships and S-corporations
- Provide effective consulting, planning and compliance for your clients
- Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues
- Perform tax research to resolve issues
- Maintain strong relationships with a highly proactive approach to serving clients
- Coordinates with Partner to ensure timeliness and effective communication for proper planning of project
- Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice
- Maintaining knowledge of new tax issues and general business trends that affect the client
Qualifications:
- Bachelor's degree in Accounting required, Masters in Taxation is preferred, CPA required
- 7+ years of progressive public accounting experience
- Excellent written and verbal communication skills
- Capable of managing multiple client engagements
- A track record of building and sustaining client relationships and high quality client service
- Outstanding analytical, organizational and project management skills
- Proficient with CCH Axcess, BNA Income Tax Planner, CCH Intelliconnect, RIA Checkpoint, XCM and Microsoft Office
What we offer:- Competitive Base Salary and annual performance-based bonuses
- Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
- Employer contribution to Life Insurance, and 401(k) plan
- Generous Paid Time off, including Summer Fridays and Employee Sabbatical opportunity (Ask us about it!)
- Customized learning and development opportunities and continuing professional education both in-house and virtually
- Hybrid, flex, and remote work opportunities available
- Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
