• Provide advanced specialized tax expertise in private client services and high-net-worth tax
• Review research findings, tax returns, and workpapers; formulate conclusions and determine the best course of action for clients
• Ensure tax advice is technically correct and properly documented
• Listen to clients, anticipate needs, adapt to priorities, and plan accordingly
• Lead engagements and manage business relationships while delivering high-quality tax services
• Recognize client issues and risk tolerance
• Scope services to clients through awareness of the firm’s industry service groups
• Develop client relationships to generate new business
• Build and leverage strong internal and external networks
• Participate actively in industry service group efforts
• Coach and develop team members through training and opportunities
• Communicate client needs and facts to appropriate team members
• Build relationships across industry service groups for an integrated approach
• Manage quality deliverables on time, within scope, and within budget and/or realization goals
• Assist with estate tax examinations
• Enhance knowledge of income tax returns

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Senior Tax Manager