Tax Manager - Private Client Services
Location: Stamford, CT
Overview
A large national accounting and advisory firm is seeking a Tax Manager for its boutique Private Client Services practice in Stamford, Connecticut. You will provide tax compliance and consulting services to high-net-worth individuals, families, family offices and executives with complicated tax and financial situations.
Responsibilities
- Manage tax and consulting engagements and identify planning and consulting opportunities
- Work directly with clients and their advisors to gather information for returns
- Review individual, trust, estate, S corporation, foundation, partnership and gift tax returns and provide feedback to staff
- Direct communication with government agencies on complex matters
- Conduct advanced tax research and develop sound recommendations
- Supervise, schedule, train and coach associates and senior associates
- Build internal and external referral relationships
Qualifications
- Bachelor's degree required (Accounting, Finance, Economics or Statistics preferred); Master's in Accountancy or Taxation preferred
- 5+ years of experience in accounting, finance or law
- Public accounting or private client services experience preferred
- CPA, EA, attorney or equivalent credential required
- Proficiency with Microsoft Office; GoSystems, SurePrep and tax research tools preferred
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.