General Comments:

Tax Manager - Family Wealth Management

Required:

-Understanding the technical issues and possessing the skills necessary to review complex individual related tax returns, including Forms 1040, 1041, 709 & 990-PF
-Understanding the technical issues and possessing the skills necessary to review basic business tax returns, including Forms 1065 and 1120S
-Reviewing projects and returns prepared by Tax Staff and Seniors
-Preparing invoices, following up on receivables and developing budgets
-Performing research and preparing consulting projects
-Communicating directly with clients and their advisors by phone email or in person, and serving as the primary point of contact
-Attending client meetings alone or with a supervisor
-Identifying tax planning & consulting opportunities, including coordination with client's other advisors
-Proactively communicating with supervisors on status of projects and assistance needed
-Handling administrative responsibilities including billing, interviewing candidates, participating in training as an attendee and as a leader
-Knowledge, Skills & Abilities Strong understanding of generally accepted accounting principles (GAAP) and auditing standards
-Understanding of a broad range of accounting issues including those involving higher levels of judgment such as: priority for income taxes, revenue recognition,subsequent events, contingencies and industry specific procedures
-Experience with Prosystems and BNA Tax planner preferred
-Knowledge of accounting, tax, audit and related business trends
-Ability to review and provide feedback on work prepared by Tax Staff and Seniors in a professional manner
-Ability to gather, organize and summarize information efficiently and effectively
-Ability to adhere to given budgets and time deadlines
-Ability to work in a deadline-driven environment
-Proficient in MS Word, Excel, PowerPoint and the Internet
-Manages own time and the time of others
-Motivates, develops and directs people as they work
-Demonstrates excellent verbal and written communication skills
-Applies principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
-Demonstrates strong organizational skills and attention to detail
-Interviews, trains and orients staff