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Private Client Services Tax Manager

Scuttlebutt Services, LLC

Private Client Services Tax Manager

Houston, TX
Full Time
Paid
  • Responsibilities

    Salary Range - Negotiable

    Are you an experienced CPA who enjoys working with high net worth individuals? In this role, you will be part of our Private Client Services practice team focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation. You will mainly service our high net worth and family office clients.

    As a Tax Manager, you will be responsible for the following job duties which are focused around two core concepts: your technical and quality expertise and delivering excellent client service.

    • Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF))
    • Provide training, professional development, career mentorship and performance feedback for staff
    • Provide budgets and coordinate engagements to promote efficient and profitable engagements
    • Recognize and inform senior management of opportunities to increase level and types of services to clients
    • Handle routine client tax questions, and work with clients to collect necessary information for tax return completion and compliance
    • Stay informed about Firm capabilities other than tax compliance area, and promote these activities to clients when appropriate
    • Converse with taxing authorities and represent the clients on tax notices, audits and other controversy matters

    Basic Qualifications:

    • CPA, JD, or Enrolled Agent
    • Minimum of 5+ years of recent experience in Public Accounting with an emphasis in taxation (i.e.: Tax Accountant)
    • Strong experience with Individual Taxation (high net worth aka $10M +)
    • Experience in Trust & Estate Planning and Family Office services
    • Experience with S and C corporation taxation
    • Experience with family limited partnerships and operating partnerships
    • Experience with charitable entities
    • Understanding of tax code and technical aspects of tax preparation and compliance
    • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements