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.
Email me to apply for this position