Tax Senior Manager - Private Client Services

Tax Senior Manager - Private Client Services

Location: Cincinnati, OH

Overview

A large national accounting and advisory firm is seeking a Tax Senior Manager for its private client services practice in Cincinnati. The practice serves high-net-worth individuals, their families, family offices and executives with complex tax and financial structures, covering estate, income, gift and trust tax consulting and compliance, charitable giving and related planning.

Responsibilities

• Manage tax and consulting engagements, identifying client needs and planning opportunities
• Act as the primary client contact for presentation of issues and resolutions
• Review complex individual, trust, estate, S corporation, foundation, partnership and gift tax returns and provide feedback to preparers
• Direct communication with government agencies on highly complex matters
• Conduct advanced tax research and develop sound recommendations
• Supervise, review, train and schedule the work of associates and senior associates and act as a career advisor
• Develop a network of financial decision makers and referral sources

Qualifications

• Bachelor's degree required; Master's in Accountancy or Taxation preferred
• 7+ years of experience in accounting, finance or law, including private client services
• Prior supervisory experience required; public accounting experience preferred
• CPA, IRS Enrolled Agent or attorney (admitted in a U.S. jurisdiction) required
• Experience with GoSystem, GoFileRoom, SurePrep and tax research tools preferred
• Strong written and verbal communication skills

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.