Private Client Tax Senior Manager managing client portfolios for a top - tier UK accountancy firm. Leading tax advisory projects and mentoring junior staff in a dynamic environment.
About the role
- Tax Principal managing compliance and consulting services for CLA's real estate team. Leading a team of tax professionals and developing client relationships.
Responsibilities
- Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm’s services to fully meet client’s needs.
- Assume full responsibility for all services for clients in a book of business.
- Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
- Review and approve work papers and tax returns prepared by staff.
- Review and sign client deliverables.
- Keep current on tax law changes.
- Actively develop new business and expand services to existing clients.
- Demonstrate commitment to the firm through a willingness to devote time to the practice.
Requirements
- Bachelor’s or master’s in accounting, Taxation or related field
- Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).
- 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm
- Deep partnership tax knowledge
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
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