Specific responsibilities include: + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** **To qualify for the role, you must have** + Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney + Minimum of 8 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies **Ideally, you will have** + Excellent teaming, leadership, organizational, and verbal/written communication skills **What we look for** We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people.