Tax Senior Manager- Family Office Services

Job description

TAX SENIOR MANAGER-FOS

The majority of high net worth and ultra-high net worth individuals are seeking to establish a trusted relationship with a competent, credible, advisor. They want to partner with someone who proactively provides guidance on the full range of their financial affairs, offers actionable solutions, and clearly acts in their best interest. This is exactly who my client is. My client firm is a best-in-class wealth management firm that serves the worlds' elite, serving those whose net worth are over $400M and reach into the billions.

The firm is best known for the deep relationship & connection they make with clients as well as for the impact and timeliness of the solutions they provide. My client has very little competition because other firms are falling short on their ability to achieve this level of service & client satisfaction. This has created a great opportunity for my client. An opportunity that affords them the need to open a new location in the hottest city in the U.S…Austin, Texas.

PERKS OF THE TAX SENIOR MANAGER-FOS

• Full medical benefits (health, dental, vision)


• HSA with employer contribution


• 401k with 5% match


• Flexible working arrangement- WFH & in office in the beautiful office located in affluent area of ATX


• Flexible PTO- take as much time as you need!


• Great team & company with a stellar reputation as being #1 in their niche


• Get in on the ground floor of growing office in ATX- build your own team!


• Opportunity is NOW to be the leading wealth management & family office service firm in Texas, serving locals and those who have recently moved to the area.

WHAT WILL THE TAX SENIOR MANAGER- FOS DO?

The Tax Senior Manager applies technical tax knowledge and skills to oversee and manage the completion of client projects and tax deliverables. The Tax Senior Manager will mentor and work with staff resources to ensure successful completion of deliverables. Directly reports to the Principal and/or Client Service Director.

• Manage tax and compliance deliverables within Family Office Services (FOS) through assignment of returns and related filings (extensions, etc)


• Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise; Prepare and provide details for discussion and resolution


• Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)


• Successfully research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues


• Develop into role of primary point of contact for existing client team assignments.


• Support management of existing client revenue through review of works in progress and preparation of billings for special projects/consulting services provided to the client


• Continue to develop networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities


• Proactively communicate and discuss impact of technical tax matters within the tax group, and communicate to client's tax changes, implications and potential impact to their financial strategies and goals.

• Apply functional, product, and industry skills to client engagements and strive to enhance knowledge through direct guidance from the Principal and Client Service Director


• Manage all tax deliverables: gather and review tax data from client, assign staff resources to prepare work papers and tax returns and oversee detailed review of prepared returns


• Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers


• Gains an understanding of the client's financial, business and family goals and is responsible for executing strategies to achieve these strategies


• Act as a role model to staff members to build team expertise and knowledge sharing

WHAT WE ARE LOOKING FOR IN A TAX SENIOR MANAGER- FOS:

• Bachelor's degree in business or related field preferred, Master's a plus; CPA, law, or securities license desirable


• 5-8 yrs exp fiduciary tax issues, investments, consulting or compliance in an accounting, in financial & estate planning


• Philanthropy and/or investment counseling, entity taxation and investing for high net worth clients strong client service orientation and technical skill set


• Creative problem solving skills, strong written and verbal communication skills, and the ability to develop and mentor a team