Talentsearchpro · 3 weeks ago
Private Client Sr. Tax Manager - CPA-Certified
Lincolnshire, IL
Full-time
Onsite
Senior Level
7+ years expTalentsearchpro is seeking a Private Client Sr. Tax Manager who will lead engagements and provide proactive tax advice to high-net-worth clients. The role involves mentoring junior staff and leveraging technology to enhance efficiency in tax compliance and advisory services.
Human Resources
Responsibilities
Lead engagements by meeting client needs with a sense of urgency
Develop recommendations and maintain client relationships by balancing client needs with other assignments and deadlines
Provide proactive advice based on 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
Qualification
Required
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
Company
Talentsearchpro
Talent Search Pro, we understand that making the right hire is a critical action that you have to take as an organization.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase