Named as one of the Best Firms to Work For in Texas and a top mid-sized firm, we pride ourselves in building personal connections with our clients to provide impactful audit, tax and business advisory services. We value the principles of work flexibility, work-life balance, and invest in technology and training. We're looking for a Tax Senior Manager - Private Client Services who wants to lead and advance their career! Hybrid and Remote options in Texas only.
What You Will Be Doing
- Manage client relationships from start to finish, which includes planning, executing, directing and completing tax projects while effectively delivering value to our clients and our business.
- Develop and implement client tax planning techniques while meeting client needs.
- Assists in identifying new and additional service opportunities for current and potential clients through client interaction and referrals.
- Communicate and interact closely with client advisors such as lawyers and CFOs.
- Assists in meeting compliance and advisory needs for corporate income, particularly related party flow through entities.
- Researches tax laws and prepares tax memos on technical issues.
- Reasoning and multitasking skills. Strong communication skills and ability to apply understanding of application requirements and provide effective instructions in written, verbal or diagrammatic form.
- Identify complex technical problems, draw appropriate conclusions and use appropriate technical authority to support conclusions.
- Ability to organize and sequence daily tasks according to deadlines. Ability to work efficiently and accurately.
- Supervise associates and senior associates and provide them with management, counseling and career guidance if necessary.
- You have a strong background in effective engagement management and know how to manage all aspects of client accounts.
- Participate in mentoring, training, recruiting, retention and team building.
- Participate in the development and presentation of internal trainings and seminars on technical issues.
What You Need for this Position
- 7+ years of public accounting
- Active CPA required
- Bachelor's degree in Accounting
- Experience as a private client advisor, including legal entity compliance and consulting skills.
- Experience with tax preparation and research software required - Go Systems, BNA Income Tax Planner, GoFileRoom, BNA Bloomberg and Checkpoint.
- Ability to effectively use Outlook and Microsoft Office Suite including Word, Excel and PowerPoint.
- Hands-on experience reviewing and preparing all forms and schedules related to individuals, gifts, foundations, estates and legal entities.
- Knowledge and experience with businesses (ie family businesses, S corporations, corporations, etc.).
- Experience in various aspects of state and local taxation, compliance and consulting, including sales and use, personal and real estate, franchise and multi-jurisdictional income taxation (multi-jurisdictional income/franchise experience preferred but not required). Basic multi-state revenue/franchise experience expected).
- International experience and expertise preferred.
- Proven experience in effectively building, connecting and managing a customer base.
- Leadership, organizational, problem solving, critical/analytical thinking, written and verbal communication and interpersonal skills.
- Customer service and communication skills.
- Project management and presentation skills.
What's In It for You
- Salary: $130k - $185k
- Health, Dental, and Vision
- 4 weeks of PTO
- 401(k) and discretionary profit sharing
- Free covered parking
- Onsite fitness center
Benefits
- Vacation/PTO: 4 weeks
So, if you are a REMOTE Tax Senior Manager - Private Client Services with experience, please apply today or email me directly at jamar.sloley@cybercoders.com
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Jamar Sloley
Applicants must be authorized to work in the U.S.