Tax Senior Manager - Private Client
Location: Baton Rouge, LA (New Orleans, Lafayette, Shreveport and Hattiesburg also considered)
Overview
A large national accounting and advisory firm is seeking a Tax Senior Manager for its private client services practice in Baton Rouge, Louisiana (hybrid). You will oversee tax planning and compliance for ultra-high-net-worth individuals and families, with emphasis on financial services clients such as hedge fund and private equity professionals, and help grow the practice.
Responsibilities
- Supervise a team, foster strong client relationships and help build a sustainable practice in partnership with partners
- Oversee tax planning and compliance for ultra-high-net-worth individuals and their families
- Apply knowledge of hedge fund K-1 treatment and working knowledge of trusts, estates, gifts and charitable entities
- Deliver tax planning, consulting and compliance solutions directly to clients
- Perform primary review of complex tax returns
- Train, supervise and review the work of staff
- Solicit new client relationships and take part in client seminars and networking
- Occasional local travel to client locations
Qualifications
- Bachelor's degree in accounting or equivalent field
- 8+ years of tax compliance experience specializing in individual, fiduciary, estate and gift taxation
- Recent public accounting experience
- CPA or IRS Enrolled Agent required
- Master's in taxation preferred
- GoSystem or CCH Axcess experience 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.