Private Client Services Tax Manager
beech valley solutionsBel Air (MD)
Private Client Services Tax Manager
Posted 14 days ago
beech valley solutionsBel Air (MD)
SENIORITY
Senior
About the role
We are seeking experienced Private Client Services Tax Senior Managers or strong Managers to support a a number of clients' tax teams during the upcoming tax season. These roles will focus on technical review, engagement management, tax research, planning support, and client service delivery across complex high-net-worth individual, trust, estate, partnership, and closely held business engagements.
What You’ll Do:
- Manage and coordinate complex PCS tax compliance engagements, including individual, trust, estate, gift, private foundation, S corporation, and partnership returns
- Review tax returns prepared by staff and seniors and provide technical review comments
- Identify complex tax issues and perform research to support engagement teams
- Advise teams on trust and estate taxation, partnership taxation, executive compensation, basis considerations, and other complex PCS matters
- Monitor engagement status, identify issues affecting deadlines, and escalate matters to engagement leadership as needed
- Assist with responses to IRS and state tax notices and support ongoing examinations
- Participate in client meetings to discuss technical tax matters and planning opportunities
- Review workpapers and help establish efficient processes for return preparation and review
What We’re Looking For:
- Senior Manager-level PCS tax experience; strong Manager-level candidates will also be considered
- Significant experience reviewing complex Forms 1040 and 1041 Experience reviewing Forms 706 and 709 Strong partnership and S corporation return review experience
- Experience with private foundation returns
- Experience serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses
- Advanced tax research capabilities, including the ability to draft technical memoranda
- Ability to independently manage complex engagements in a deadline-driven environment
Nice to Have:
- Experience with GoSystem and SurePrepFamiliarity with BNA and/or CCH tax research platforms
- Strong Microsoft Excel skills
- Why Beech Valley?
- Flexibility: Accept and reject projects to fit your life and goals
Compensation: Get paid for every hour you work
Growth: Build your network and expand your skill set across exciting clients and projects
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