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    Manager - Tax Services (Wealth Management) - Milwaukee, United States - Regal Executive Search

    Regal Executive Search
    Regal Executive Search Milwaukee, United States

    2 weeks ago

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    Direct Hire
    Description

    Manager – Tax Services

    Department:
    Family Office Services


    What we are looking for –

    As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S.

    (federal and state) income, gift, and estate tax services to our clients.

    This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates.


    This position will be responsible for the supervision, training, and mentoring of Tax Services Associates.

    Occasional travel and periodic after-hours work will be required.


    You will –

    • Prepare and review (individual, fiduciary, partnership, S-Corporation, nonprofit, and Ccorporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
    • Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
    • Supervise, evaluate and mentor members of the department
    • Manage Tax Services Department responsibilities (project management and monitoring, efiling, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
    • Perform other professional and administrative duties as assigned

    We are looking for –

    • Bachelor's degree in accounting, finance, or business
    • CPA, Master's in Taxation, LLM in Taxations, or JD
    • Five to seven years of progressive tax compliance and/or tax consultingexperience; experience in public accounting
    • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
    • Previous tax return review experience
    • Team Player attitude
    • Strong leadership, recruiting, training and mentoring skills
    • Good organization skills
    • Strong computer skills including proficiency in Microsoft Office Suite, GoSystem Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
    • Ability to work additional hours as needed and travel to various client sites
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