CyberCoders · 5 hours ago

Senior Tax Manager - Private Client Services

Dallas, TX

Full-time

Remote

Senior Level

7+ years exp

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Growth Opportunities

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Responsibilities

Provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.

Works closely with firm leadership and plays a key role in business development and team development.

Qualification

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Degree in AccountingCPA certificationFederal tax complianceTax planningConsultingTeam managementMaster's degree in AccountingHigh-net-worth individualsPrivately-owned businessesRelationship managementPractice developmentClient attractionService expansionInvestment partnershipsEstatesMentoring skills

Required

Bachelor's degree in Accounting or related field

CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net worth individuals, privately-owned business, investment partnerships, estates, and trusts

Technical knowledge sufficient to sell and execute engagements in multiple industries

Proven ability to manage, mentor and develop a team

Strong relationship management and practice development skills

Ability to attract and service new clients and expand services to existing clients