Job Title: Tax Senior Manager or Director, Private Client Services

Location: US-NY-Williamsville

Estimated Salary Range: $100,000 - $250,000* 

Overview:

Responsibilities:

• Lead client and billable tasks, ensure client support throughout the year, lead efficiency opportunities, and manage client work 
• Assist with managing multiple clients and engagements including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively 
• Create a strong partnership with engagement teams to ensure you and your engagement team are on task 
• Support and manage core Private Client Services Tax functions and additional responsibilities/projects as requested 
• Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise  
• Work closely with partners and staff on client management, practice development and business development activities 

Qualifications:

• Bachelor's Degree Required
• CPA or JD required  
• 5-10 years of progressive experience at a public accounting firm 
• Knowledge and previous experience working within Private Client Services taxation including: 
• C-Corps 
• S-Corps 
• Partnerships 
• Individuals 
• Tax research 
• Excellent leadership and organizational skills 
• Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams 
• Understanding of Outlook, Excel, Word, Adobe, etc. required 
• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and flexibility are required and keys to success 

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