Private Client Tax Advisory Senior Manager at AAB delivering strategic tax advisory services across private clients. Leading projects, managing relationships, and providing technical expertise in various areas of tax.
About the role
- Tax Manager overseeing public accounting client engagements and ensuring high-quality deliverables. Managing staff and developing business opportunities for growth and client relationships.
Responsibilities
- Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the client’s organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
Requirements
- Bachelor’s degree
- 6 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
Job title
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