Tax Manager - Private Client
Location: Saint Louis, MO
Overview
A large national accounting and consulting firm is seeking a Tax Manager for its private client practice in St. Louis, Missouri. This role reviews tax work for high net worth individuals and their closely held businesses, trusts and estates, and consults with clients and their advisors on income tax, trust, estate and inheritance tax planning. Flexible work arrangements are available.
Responsibilities
- Review and coordinate preparation of tax returns for high net worth individuals, their closely held businesses, and trust, estate and gift tax returns
- Consult with high net worth clients and their advisors on income tax planning and trust, estate and inheritance tax planning
- Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities
- Review or conduct high-level research of complex or emerging tax issues and prepare memorandums to support conclusions
- Review and confirm assignment objectives, scope and work plan with clients
- Identify assignment resource needs and ensure the right resources are assigned
- Analyze billing and assist with accounts receivable collections
- Assist with new business development, extended services and tax issue recognition for existing clients
- Seek regular client feedback on assignment progress and performance
- Coach and mentor staff and seniors on client engagements and career path
Qualifications
- Bachelor's degree in accounting, tax, finance or a related discipline; master's in taxation preferred
- Qualified to practice before the IRS (CPA, EA or JD)
- 4+ years of U.S. tax consulting/compliance experience in public accounting
- 1+ year in a managerial role involving clients and team members
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.