Tax Manager, Private Client Services Job at Aprio (Atlanta)

Tax Manager, Private Client Services/HNWI

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

United States , Walnut Creek; San Francisco

Salary:

98500.00 - 160000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting
Master’s degree in Taxation preferred
Recent experience working in a public accounting firm
6+ experience years of federal tax consulting and/or compliance experience in accounting
CPA is preferred
Experience in S-Corp, Partnership returns, Individual and Corporate
Exceptional verbal and written communication skills
Computer expertise including knowledge of tax software and technology
Experience managing a team
Willing to work hybrid

Job Responsibility

Responsible for managing and leading a team of tax professionals, delegating tasks and responsibilities, and overseeing the work of your team members
Developing and implementing tax strategies
Providing consulting services to clients on various tax-related issues such as mergers and acquisitions, tax planning, and corporate restructuring
Conduct tax research to stay up-to-date with changing tax laws and regulations and identify opportunities for tax planning
Responsible for preparing and reviewing tax returns for clients
Responsible for communicating with clients and stakeholders
Manage client relationships and ensure that clients are satisfied with the services provided by your team
Training and mentoring team members

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Private Client Tax Manager

Brook Street Recruitment is delighted to be partnering with a well-established a...

Location

United Kingdom , Belfast

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

A professional qualification such as ACA, ACCA, ATT or CTA
Strong personal tax experience gained within an accountancy practice environment
Excellent technical knowledge of private client taxation
Strong communication and relationship-building skills
The ability to manage multiple priorities and work independently
A proactive and client-focused approach
Strong IT and organisational skills

Job Responsibility

Managing a portfolio of private clients and high-net-worth individuals
Overseeing personal tax compliance matters and ensuring deadlines are met
Providing tax planning and advisory services tailored to clients' needs
Building and maintaining strong client relationships
Identifying tax-saving opportunities and advising on complex tax matters
Supporting and mentoring junior team members
Collaborating with partners and colleagues across the wider business

What we offer

Opportunity to join a highly regarded and growing accountancy practice
Exposure to a varied and interesting client portfolio
Supportive and collaborative working environment
Genuine opportunities for career progression and professional development
Competitive salary and benefits package

Private Client Tax Manager

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , Ipswich; Cambridge

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Competency on routine work without generating significant Senior Manager review points
Significant understanding of and previous experience within personal tax compliance
Excellent knowledge of Tax compliance products as well as Microsoft suite
Able to demonstrate the keenness to develop a career within the profession
CTA and/or ATT qualified or qualified by experience

Job Responsibility

You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with Senior Managers, Directors, and BDO’s Partners to enable us to serve our clients effectively
You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients

What we offer

Health and wellness programmes
Pension plan
Private medical
Income protection plan
Holidays
Bike to work scheme
Agile working

Fulltime

Private Client Tax Manager

We are looking for a Private Client Tax Manager to join our team in Newcastle. J...

Location

United Kingdom , Newcastle upon Tyne

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Relevant qualification (CA, ATT, CTA, STEP, etc.)
A leader of your work and your professional learning
Excellent communication skills with the ability to positively impact and influence others
Relevant experience in this or a similar role is preferred
Good working knowledge of UK tax legislation
Project and time management skills, where they are used to working to tight deadlines and budgets
The ability and interest in understanding the client's business
Confident in client-facing situations

Job Responsibility

Supervision and management of the personal tax return process
Involvement in written negotiations on HMRC enquiries
Oral and written communication with HMRC ensuring compliance with the relevant statutory requirements
Meeting deadlines within the allocated budget
Billing and WIP management
Monitoring the tax compliance position using tax administration software, keeping internal control records up to date and ensuring compliance with quality control procedures
Mentoring and training Tax Seniors and Assistants
Delegating work to Tax Seniors and Assistants
Giving regular constructive feedback to those completing work for you
Liaising with the client service team and with colleagues in other disciplines to provide a co-ordinated service to the client

What we offer

Hybrid and flexible working

Fulltime

Private Client Tax Manager

We are looking to recruit a Tax Manager who will be responsible for a portfolio ...

Location

United Kingdom , Newcastle upon Tyne

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Relevant qualification (CA, ATT, CTA, STEP, etc.)
A leader of your work and your professional learning
Excellent communication skills with the ability to positively impact and influence others
Relevant experience in this or a similar role is preferred
Good working knowledge of UK tax legislation
Project and time management skills, where they are used to working to tight deadlines and budgets
The ability and interest in understanding the client’s business
Confident in client-facing situations

Job Responsibility

Supervision and management of the personal tax return process
Involvement in written negotiations on HMRC enquiries
Oral and written communication with HMRC ensuring compliance with the relevant statutory requirements
Meeting deadlines within the allocated budget
Billing and WIP management
Monitoring the tax compliance position using tax administration software, keeping internal control records up to date and ensuring compliance with quality control procedures
Mentoring and training Tax Seniors and Assistants
Delegating work to Tax Seniors and Assistants
Giving regular constructive feedback to those completing work for you
Liaising with the client service team and with colleagues in other disciplines to provide a co-ordinated service to the client

What we offer

Hybrid and flexible working
JC Aspire learning programme
Leadership Development Programme accredited by the University of Strathclyde Business School at Masters degree level

Fulltime

Private Client Tax Manager

We are looking to recruit a Tax Manager who will be responsible for a portfolio ...

Location

United Kingdom , Newcastle upon Tyne

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Relevant qualification (CA, ATT, CTA, STEP, etc.)
A leader of your work and your professional learning
Excellent communication skills with the ability to positively impact and influence others
Relevant experience in this or a similar role is preferred
Good working knowledge of UK tax legislation
Project and time management skills, where they are used to working to tight deadlines and budgets
The ability and interest in understanding the client’s business
Confident in client-facing situations

Job Responsibility

Supervision and management of the personal tax return process
Involvement in written negotiations on HMRC enquiries
Oral and written communication with HMRC ensuring compliance with the relevant statutory requirements
Meeting deadlines within the allocated budget
Billing and WIP management
Monitoring the tax compliance position using tax administration software, keeping internal control records up to date and ensuring compliance with quality control procedures
Mentoring and training Tax Seniors and Assistants
Delegating work to Tax Seniors and Assistants
Giving regular constructive feedback to those completing work for you
Liaising with the client service team and with colleagues in other disciplines to provide a co-ordinated service to the client

What we offer

Hybrid and flexible working
JC Aspire learning programme
Leadership Development Programme accredited by the University of Strathclyde Business School at Masters degree level

Fulltime

Private Client Tax Manager

At RMT, we are a dynamic and forward-thinking accountancy firm, renowned for del...

Location

United Kingdom , Newcastle Upon Tyne

Salary:

Not provided

Sumer Group

Expiration Date

Until further notice

Requirements

Proven experience in a private client tax managerial role, ideally within a top 30 professional services firm
Relevant professional qualifications (e.g., ACA, ACCA, CTA, or equivalent)
Deep understanding of all tax law and regulations in relation to personal tax compliance, along with a track record in undertaking client advisory work
Strong experience in managing client relationships and leading projects
Commercial mindedness and managing the financial aspects of client service, such as the provision of fee quotes, monitoring budgets/recoveries and billing
Excellent analytical and problem-solving abilities, with a strategic mindset
Strong leadership skills, with experience in team development and mentoring
Ability to work collaboratively in a fast-paced environment and manage multiple priorities
Proficiency in tax software (CCH) and tax research platforms (i.e. Croner-i/LexisNexis)

Job Responsibility

Act as principal manager contact for a portfolio of clients within the Private Client Team, taking responsibility for the review process of all compliance work relating to the client’s affairs
Liaise with the Senior Management Team in connection with the management of your client portfolio and development of tax team members as regards productivity, recovery and billing targets and training and development
Support the development of team members at all levels including mentoring, assisting in training, undertaking personal development reviews and improving performance and efficiency where relevant
Provide timely feedback on work and performance matters
Developing new client relationships and assisting in business development opportunities generally
Provide ad hoc advisory services to clients
Supporting the Senior Management Team in developing and maintaining strong relationships with clients, as trusted advisor, and being able to co-ordinate and deliver the required services
Manage the successful delivery of all aspects of the personal tax compliance function for a portfolio of clients
Mentor and develop the Private Client Tax team, ensuring high standards of performance and professional growth
Identify and mitigate tax risks for clients, ensuring all work is both technically and ethically compliant having regard to professional standards

Fulltime

Tax Partner – Private Client Services

This is a unique opportunity for a senior-level tax professional with significan...

Location

United States , Boston

Salary:

350000.00 - 400000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

CPA
Private Client Services experience dealing with ultra-high net worth tax clientele for 10+ years
Engagement management experience
Experience interfacing with High Net Worth Individuals and Families
Exceptional organizational skills
Exceptional communication skills – verbal & written
Ability to manage, grow, and mentor a team
Must be a Leader

Job Responsibility

Personal, fiduciary, foundation, gift, and estate Tax compliance and consulting
Navigate the complexities of each of their individual tax strategies, challenges, and provide solutions
Manage, develop, and grow a team
Act as a High Net Worth Tax Subject Matter Expert

What we offer

bonus
exceptional benefits
relocation (option)

Fulltime

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Tax Manager, Private Client Services

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