Client Service Manager at Grimes & Company supporting client onboarding and servicing in a thriving wealth management firm. Focused on delivering excellent client experiences and operational excellence.
About the role
- Tax Senior Manager overseeing client engagements at EisnerAmper, specializing in tax planning and compliance for ultra-high net worth individuals. Joining a dynamic Private Client Services team with a commitment to work/life balance.
Responsibilities
- Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
- Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise
- Overseeing tax planning and compliance functions for ultra-high net worth individuals and their families
- Provide innovative tax planning, consulting, and compliance solutions
- Take on the primary review of complex tax returns and maintain regular communication with clients
- Cultivate and nurture relationships with clients, staff members, and external third-party client vendors
- Provide training and supervision to staff members, including reviewing and evaluating their work
- Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities
- Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements
- Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services
- Hold self and direct reports responsible for achieving developmental goals
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
- Recent Public Accounting experience
- CPA or IRS Enrolled Agent Certification required
- Master’s Degree in Taxation or relevant field preferred
- Experience using GoSystems or CCH Axcess tax software preferred
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- culture that has received multiple top 'Places to Work' awards
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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