Tax Planning Manager responsible for high - quality tax - informed financial plans for clients. Collaborating with financial advisors and the Strategic Wealth Advisory Team within a fintech firm.
About the role
- Tax Managing Director overseeing corporate tax strategies and client relationships at a leading professional services firm. Managing teams and contributing to practice growth while ensuring quality control standards.
Responsibilities
- Demonstrate proactive client contact; viewed as a trusted business partner
- Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
- Coach staff on business development strategies
- Could have direct profit responsibility for specialty practice
- Responsible for ongoing planning, marketing and business development of a specialized department
- Responsible for team and or department meeting budgeted goals
- Responsible for practice billing and timely collection of fees
- Participate in various administrative aspects of managing business unit
- Establish team environment and a positive culture
- Ensure quality control standards are met
- May be a member of the Senior Operations Management Team
- Additional responsibilities as assigned
Requirements
- Bachelor's degree
- 10 years of experience in public accounting or related field
- 10 years supervisory experience
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
Benefits
- Health insurance
- Retirement plans
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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