Tax Manager - Private Client Services
Full-Time Regular
Kansas City MO
Private-Client-Services Tax Manager sought for a dynamic national CPA firm with a client base of substantial blue-blood clients, high net worth tax services, and a fun, engaging firm culture with savvy, responsive leaders. The HNW tax manager will be a person who can handle and even enjoy the following: work as a career advocate/coach, seeking to build consultative and compliance team member skills, providing solid feedback, communicating regularly with clients, and assisting in facilitating the nurturance and growth of a substantial private client service tax practice. Great advancement opportunity (partners with a serious retirement plan) if candidate possesses client facing and leadership / management ability
Significant advantages to HNW Tax Manager candidate:
> Use your coaching ability to mentor younger team members
> Take advantage of greater compensation and work-life balance in a regional firm
> Utilize technical abilities in serving real HNW tax clients
> Maximize the resources of this fast-growing Top-50 firm and their significant footprint
> Become a national expert in private client services tax issues for clients
The Role of the Private Wealth Services Tax Manager candidate:
- Develop and maintain client relationships with current clients
- Consult with and advise clients on wealth management tax issues.
- Manage and mentor younger team members to build a strong private client services team
- Participate actively in the Firm's growth and development of the Private Client Services Tax Group
- Manage workflow and oversee timely completion of projects.
Background Profile:
- 7-12 years of public accounting experience, including wealth management clients
- Experience and aptitude for good client-facing skills
- Experience and aptitude for managerial leadership
- CPA, active license