Tax Manager - Private Client Services

Job DescriptionJob Description Tax Manager - High Net Worth Due to recent growth in our Private Client Services group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in private client services. Qualified candidates will also have experience with trust and/or estate tax matters.

Our Mission:

› To provide quality service to our clients › To provide fulfilling careers to our staff › To share our time and resources to give back to the community

Primary Responsibilities and Knowledge:

› Serve as liaison among managers, senior managers, partners, clients, and staff. Handle all phases of tax engagements specializing in those related to work in our Private Client Services area. › Possess strong technical skills in accounting and tax preparation (individual taxation, multi-state taxation, trust and/or estate) › Working knowledge of US Tax Code and technical aspects of tax preparation and compliance › Serve as the main point of contact for multiple clients and directly handle tax-related communication with clients' attorneys, brokers, or other third parties › Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis; also seek feedback from others › Actively participate in the generation of additional business by developing relationships with key service providers, seeking out new clients, and following-through with leads › Contribute to and foster a positive work environment

Job Requirements:

› Hold active CPA license; CFP® is a plus › At least five years of experience in public accounting, tax consulting, or other related experience › Ability to develop relationships with current and potential clients