
Senior Tax Manager - Private Client Services
Overview
Job Description
Senior Tax Manager - Private Client Services
Location: Greenwich, CT
Overview
A global tax and advisory firm is seeking a Senior Tax Manager for its private client services practice in Greenwich, Connecticut. You will oversee multiple engagement teams serving sophisticated clients, which may include wealthy families, family offices, owner-operated businesses, alternative investment fund principals and trusts.
Responsibilities
- Engage in business development, including proposals, webinars and presenting comprehensive tax strategies to prospective and current clients
- Maintain client communication to ensure satisfaction, meet deadlines and stay current on legislative changes
- Conduct primary and secondary review of complex federal and state tax returns
- Draft technical tax memoranda
- Supervise, train, mentor and evaluate associates and senior associates
- Build knowledge of wealth transfer techniques, charitable giving strategies and buy/sell agreement planning
Qualifications
- 6+ years of relevant accounting firm experience, including at least 5 years of private client experience
- Bachelor's and/or advanced degree in Accounting, Finance, Economics or related field preferred
- CPA or JD (credential allowing representation before the IRS) required
- Self-starter able to succeed in a fast-paced environment
- Proficient use of technology
If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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