Global Placement Firm
Tax Manager - Private Client Services
Global Placement Firm, Denver, Colorado, United States, 80285
Excellent company looking to add a successful Tax Manager - Private Client Services Professional to their team!
***Hybrid position 2-3 days on-site per week***
Responsibilities:
Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with company Client Service StandardsDemonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)Manage engagements/assignments in a consistently profitable mannerReview client engagement/assignment documentation, returns and work papers for accuracySupervision of client engagement/assignment proceduresDevelopment of team members - serve as mentor, advisor, team leader, and/or Career Advocate (CA)Provide team members with timely and candid performance feedback supporting the firm's performance management processPlan and complete assignments in a timely mannerAbility to recognize, research, document and satisfactorily resolve technical issuesGenerate new business and retain current businessExpand services to existing clientsSkills, Knowledge and Qualifications
CPA requiredBachelors degree in Accounting or related degreeFive or more years of applicable experience in individual income tax planning and complianceExperience with trust income tax compliance a plusAbility to research technical issues and document resultsAbility to supervise, coach, and develop individuals and/or large groups.Proficiency in Microsoft Office programs (Word and Excel required).Excellent verbal and written communication skills.Strict adherence to professional ethics.Ability to successfully contribute to the success of a strategic business unit of the firm.MUST HAVES
Bachelor's degree in accounting or related degree.Five or more years of applicable experience in individual income tax planning and compliance.An active CPA license.Proficiency in Microsoft Office programs (Word and Excel required).
NICE TO HAVES
Experience with trust income tax compliance a plus.Prior experience with one of the Big 4 accounting firms.Experience with estate tax and high-value clients.Additional Information:
The typical office hours are 8:00 a.m. to 5:00 p.m. Between January 1st and April 15th, hours are more intensive given the tax season.Ability to work extra hours as determined by the workload and client expectations.Travel for this position will be most dependent upon office location. Travel may range from minimal to monthly.Ability to sit for long periods of time.Ability to move throughout the office.Ability to lift, carry, push, and pull up to 30-50 pounds.
***FULL BENEFITS OFFERED******RELOCATION ASSISTANCE OFFERED FOR THE PERFECT CANDIDATE***
***Hybrid position 2-3 days on-site per week***
Responsibilities:
Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with company Client Service StandardsDemonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)Manage engagements/assignments in a consistently profitable mannerReview client engagement/assignment documentation, returns and work papers for accuracySupervision of client engagement/assignment proceduresDevelopment of team members - serve as mentor, advisor, team leader, and/or Career Advocate (CA)Provide team members with timely and candid performance feedback supporting the firm's performance management processPlan and complete assignments in a timely mannerAbility to recognize, research, document and satisfactorily resolve technical issuesGenerate new business and retain current businessExpand services to existing clientsSkills, Knowledge and Qualifications
CPA requiredBachelors degree in Accounting or related degreeFive or more years of applicable experience in individual income tax planning and complianceExperience with trust income tax compliance a plusAbility to research technical issues and document resultsAbility to supervise, coach, and develop individuals and/or large groups.Proficiency in Microsoft Office programs (Word and Excel required).Excellent verbal and written communication skills.Strict adherence to professional ethics.Ability to successfully contribute to the success of a strategic business unit of the firm.MUST HAVES
Bachelor's degree in accounting or related degree.Five or more years of applicable experience in individual income tax planning and compliance.An active CPA license.Proficiency in Microsoft Office programs (Word and Excel required).
NICE TO HAVES
Experience with trust income tax compliance a plus.Prior experience with one of the Big 4 accounting firms.Experience with estate tax and high-value clients.Additional Information:
The typical office hours are 8:00 a.m. to 5:00 p.m. Between January 1st and April 15th, hours are more intensive given the tax season.Ability to work extra hours as determined by the workload and client expectations.Travel for this position will be most dependent upon office location. Travel may range from minimal to monthly.Ability to sit for long periods of time.Ability to move throughout the office.Ability to lift, carry, push, and pull up to 30-50 pounds.
***FULL BENEFITS OFFERED******RELOCATION ASSISTANCE OFFERED FOR THE PERFECT CANDIDATE***