portal resources jobs companies a aafcpas tax manager/director – private client services

Tax Manager/director – Private Client Services 🔥


Company Description


Our Tax Practice is growing!! Are you an experienced tax manager looking for a progressive career opportunity and a great work culture? Are you committed to excellence and high quality? Do you love to develop and coach less experienced staff to succeed? Do you enjoy supporting community charity and business events?

If you answered “Yes” to these questions, we would love to talk to you!!

Candidates are encouraged to apply confidentially on our website, www.aafcpa.com. No agency solicitations will be considered at this time.

COMPANY DESCRIPTION:

AAFCPAs is an innovative and forward-thinking firm with a focus on automation. We have enjoyed primarily organic growth and continue our laser focus on sustained growth as an independent regional firm. We have a professional job coach on our team and advisors to support you along your career path. We provide best-value assurance, tax, outsourced accounting, business consulting, information technology advisory solutions, and wealth management services to nonprofit organizations, commercial companies, wealthy individuals, and estates. AAFCPAs donates 10% of its net profits annually to nonprofit organizations. We have an active DE&I committee and have commitment and accountability to these efforts. We operate under a One-Firm concept that fosters our high cross-collaboration culture.

AAFCPAs is an independent member of PrimeGlobal, the fourth largest CPA firm association in the world. This provides our clients with seamless national and global coverage, along with an advantageous pay-as-you-use model.


Job Description


In this role, you will be a leader in the Private Client Services team focused on Individual/Personal, Partnership, Trust & Estate, and Corporate Taxation. You will mainly service our high-net-worth clients and privately-held businesses. You will work with a highly engaged team and high-quality clients that appreciate our value. We work with a diverse client base and focus on value-added advisory services. You will interact regularly with our Certified Financial Planners in our Wealth Management division.

You will be responsible for the following duties:

  • Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Estate (706), S corporations (1120S), and C Corporation (1120) )
  • Meet with clients to assess their current needs and propose solutions
  • Develop and sustain strong client relationships to become their most trusted business and tax advisor
  • Keep up to date on current tax procedures and changes in tax regulations/laws
  • Actively participate in internal and external tax trainings
  • Manage team and engagement metrics and work with other directors on growth strategies
  • Train, supervise, and delegate assignments to tax seniors and staff
  • Review complex tax returns
  • Lead and mentor staff to meet individual professional development goals
  • Focus on the development of staff and provide constructive feedback real-time
  • Identify new client and business development opportunities

Qualifications
  • 7+ years of public accounting experience with an emphasis on taxation with strong accounting skills
  • Demonstrated experience managing multiple client engagements with a financial accounting background.
  • Strong experience with Individual Taxation (high net worth)
  • Experience in Trust & Estate Planning and Family Office Services is a plus
  • Experience in working with small business
  • Experience in family limited partnership and operating partnerships
  • Excellent customer service skills
  • Strong oral and written communication skills; works well in teams (collaborative)
  • CPA, MST, or EA a plus
  • Bachelor’s or Master’s Degree in Accounting or Tax

Additional Information
  • Partner track potential
  • Competitive Salary
  • Flexible PTO
  • Work from anywhere firm policy
  • Comprehensive benefits package
  • Bonus plan


ADDITIONAL INFORMATION:

Competitive salary plus annual bonus potential. In addition, we offer a comprehensive benefits package that includes subsidized medical and dental, 401(k) savings plan, life insurance, and short-term and long-term disability, plus more.

All your information will be kept confidential according to EEO guidelines.

To apply for this position, please go to AAFCPAs’ website: www.aafcpa.com and click the link to Careers.

Let us send you new openings similar to Tax Manager/director – Private Client Services straight to your Inbox. Weekly or Daily. 7-day free trial 💌

The ability to work remotely increases employee happiness by 20 percent.