Manager · National
Goes straight to the employer's own hiring page. We never sit in between.
Manage full lifecycle accounting and tax-related services and client relationships for private clients and family offices.
Worth knowing: May produce written tax advice and participate in business development
“We provide pre-approved programs across our 100+ offices, mentorship and support, reimbursement of exam fees, enrollment in Canada’s leading CFE prep course, and flexible options for study leave in order for you to be successful.”
Company: Job title: Tax Manager, Private Client & Family Office Services Location: United States Job Summary: The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the PCS-FOS Manager is responsible for client relationship management, including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues. In this role, Tax Manager, Private Client & Family Office Services is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Private Client & Family Office Manager will be involved in the marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Job Duties: Client Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function: Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger Creates accounting records such as bill payments, client invoices, payroll, and others Identifies and records adjustments Produces accurate financial statements, and provides financial analysis Understands the technology packages clients are using to support their accounting/finance functions: Describes the major functions each system performs, and knows how the system performs those functions Explains the purpose and value of system functions that a client may not be using Identifies when a client is not using a technology package in a proper or efficient manner Learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement Facilitates effective discovery meetings with clients: Uses open ended...
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