Private Client Group Services Tax Manager

Shelton, CT 06484

Posted: 10/09/2019 Industry: Accounting Job Number: 19-02081
  • Preparing and reviewing fiduciary income tax returns, gift tax returns, and various other tax returns
  • Conducting complex tax research projects for high net worth clients
  • Providing tax compliance and tax planning services for high net worth clients
  • Managing and supervising multiple engagements
  • Managing a book of business and/or participating in marketing-related activities
  • Ensuring complete client satisfaction through open communication, managing expectations and meeting deadlines
  • Managing, developing, training, and mentoring staff, including performance and engagement reviews
  • Attending professional development and continuing education sessions on a regular

Christea Byrne

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