Senior Tax Manager - Thomas Edwards Group
Dallas, TX
About the Job
9869: Job Description: Tax Senior Manager – Private Client Services
Our client is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This dynamic role requires overseeing multiple client engagements, with a focus on business development, marketing, and recruitment. The ideal candidate will have strong leadership skills and foster growth within the team. The role offers flexibility, including a hybrid working model with office locations available, or remote work for candidates in Minnesota.
Key Responsibilities:
Our client is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This dynamic role requires overseeing multiple client engagements, with a focus on business development, marketing, and recruitment. The ideal candidate will have strong leadership skills and foster growth within the team. The role offers flexibility, including a hybrid working model with office locations available, or remote work for candidates in Minnesota.
Key Responsibilities:
- Supervise a team, manage client relationships, and contribute to building a sustainable business.
- Oversee tax planning and compliance for ultra-high-net-worth individuals and families, especially those in financial services (hedge funds, private equity).
- Expertly manage hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities.
- Review complex tax returns and communicate with clients regularly.
- Provide training, supervision, and review of staff work.
- Participate in business development and client seminars.
- Stay updated on tax laws and regulations, applying knowledge to client engagements.
- Collaborate with other tax professionals to ensure efficient service delivery.
- Bachelor’s Degree in Accounting or a related field.
- 8+ years of tax compliance experience, specializing in individual, fiduciary, estate, and gift taxation.
- CPA or IRS Enrolled Agent certification.
- Recent public accounting experience.
- Master’s Degree in Taxation or a related field.
- Experience with GoSystems or CCH Axcess tax software.
Source : Thomas Edwards Group
