Job Details

Review and coordinate preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns. Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions Review and confirm assignment objectives, scope and work plan with client. Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles. Analyze billing and assist with accounts receivable collections from clients. Assist with new business development, extended service and tax issue recognition for existing clients Seek regular client assessment of assignment progress and overall feedback on performance. Coach and mentor staff and seniors on client engag...Client Advisor, Tax Manager, Tax, Manager, Advisor, Private