Tax Experienced Manager, Private Client & Family Office Services

The Tax Experienced Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements, including proposal development, staff assignment and oversight, and client relationship management. The role is responsible for applying knowledge to understand potential tax issues, recognizing, communicating potential risks and potential changes in the tax policy, and making top-level decisions regarding filing, preparation and resolution of questions from federal/state agencies. The role also involves business development, supervisory responsibilities, and education of clients on how their finance and accounting needs will change as their business evolves.

Requirements

• Bachelor's degree, focus in Accounting or Finance, preferred AND seven (7) or more years of experience performing general accounting transactions and functions, required; OR nine (9) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required
• Three (3) or more years of supervisory experience, preferred
• Experience working with outsourced and/or delivery center operations, preferred
• Consultative or business advisory experience, preferred
• CPA certification, preferred
• Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
• Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit's QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred
• Prior experience utilizing industry recognized accounting research tools, preferred
• SEI Archway and Qvinchi, preferred
• Excellent verbal and written communication skills
• Strong analytical and basic research skills
• GAAP and TAX knowledge, financial statement presentation, and report writing
• Solid organizational skills especially the ability to meet project deadlines with a focus on details
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
• Ability to successfully manage multiple tasks while working independently or within a group environment
• Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed
• Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed
• Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel
• Ability to travel up to 25% of the time

Benefits

• Paid Time Off
• Retirement Plan
• 401k Matching
• Employee Stock Ownership Plan (ESOP)
• Total Rewards
• Equal Opportunity Employer