Senior Manager, Family Office Services - Melville

Only for registered members Melville, United States

2 weeks ago

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< b >Job Summary The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group. This position is tasked with assisting with building a robust PCS-FOS practice.

The PCS- FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of other client relationship team members; and responsibly managing FCPS practice through mitigating risk and managing financial performance of their respective client portfolio.

Apart from this role applies knowledge to understand potential tax issues, recognizing communicating potential risks or changes in tax policy making top-level decisions regarding filing preparation resolution questions from federal/state agencies.


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