Private Client Services Tax Manager
beech valley solutionsDenver, CO
We are seeking experienced Private Client Services Tax Senior Managers or strong Managers to support a a number of clients' tax teams during the upcoming tax season. These roles will focus on technical review, engagement management, tax research, planning support, and client service delivery across complex high-net-worth individual, trust, estate, partnership, and closely held business engagements.
What You’ll Do:
- Manage and coordinate complex PCS tax compliance engagements, including individual, trust, estate, gift, private foundation, S corporation, and partnership returns
- Review tax returns prepared by staff and seniors and provide technical review comments
- Identify complex tax issues and perform research to support engagement teams
- Advise teams on trust and estate taxation, partnership taxation, executive compensation, basis considerations, and other complex PCS matters
- Monitor engagement status, identify issues affecting deadlines, and escalate matters to engagement leadership as needed
- Assist with responses to IRS and state tax notices and support ongoing examinations
- Participate in client meetings to discuss technical tax matters and planning opportunities
- Review workpapers and help establish efficient processes for return preparation and review
What We’re Looking For:
- Senior Manager-level PCS tax experience; strong Manager-level candidates will also be considered
- Significant experience reviewing complex Forms 1040 and 1041 Experience reviewing Forms 706 and 709 Strong partnership and S corporation return review experience
- Experience with private foundation returns
- Experience serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses
- Advanced tax research capabilities, including the ability to draft technical memoranda
- Ability to independently manage complex engagements in a deadline-driven environment
Nice to Have:
- Experience with GoSystem and SurePrepFamiliarity with BNA and/or CCH tax research platforms
- Strong Microsoft Excel skills
- Why Beech Valley?
- Flexibility: Accept and reject projects to fit your life and goals
Compensation: Get paid for every hour you work
Growth: Build your network and expand your skill set across exciting clients and projects
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Level
Senior L5
Location
Denver, CO
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
5 days ago