Tax Experienced Manager, Private Client & Family Office Services

Overview

The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) 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 Experienced 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.

The PCS-FOS Experienced Manager is charged with applying knowledge to understand potential tax issues, recognizing and communicating potential risks and potential changes in tax policy, and making top-level decisions regarding filing, preparation and resolution of questions from federal/state agencies. The role also involves being a critical member of the office/region leadership team and actively participating in marketing, networking and business development within an area of expertise while maintaining client relationships and serving as the primary contact for complex questions.

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 records transactions in a general ledger; produces accurate financial statements and provides financial analysis.
• Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions and how the system performs them; explains the value of system functions to clients and identifies inefficiencies.
• Facilitates effective discovery meetings with clients; uses open-ended questions to identify objectives and create a map of the client’s current internal finance and accounting structure.
• Designs integrated solutions that respond to the client’s situation; outlines the solution and vets it internally with leaders and stakeholders.
• Accurately determines the cost of building a client solution and computes the benefit to the client in dollar terms; proposes a fixed fee based on current scope for leadership review when appropriate.
• Works with Senior Managers to formulate recommendations to client leadership on technical accounting issues, policies and procedures, and financial management issues.
• Periodically reviews solutions with clients to ensure they remain appropriate for the business state and recommends changes as needed.
• Learns to manage conflicts and engages senior leadership when conflicts arise.
• Learns to support the client through business changes and helps develop and execute change management plans.
• Gathers information from the client to execute engagements and maintains a running list of information needed.
• Creates, develops and maintains strong relationships with clients, internal and external.
• Understands tax planning considerations for various business entities and communicates with clients regarding potential tax implications; appropriately refers tax-related matters to Core Tax and Specialty Tax Services.

Business Development

• Learns business development strategies and service offerings targeted for various industries; ensures prospect and sales information is entered into CRM.
• Recommends and designs solutions for clients; evaluates clients for acceptance and develops statements of work with leadership support.
• Develops exposure to industry teams and business development resources; participates in industry trade groups and networking events.
• Identifies new opportunities with existing clients and communicates them to leadership; initiates conversation of Advisory service offerings and the firm’s broader capabilities; articulates PCS-FOS’s value proposition and target market/client profile.

Developing Others

• Identifies staff development needs to build analytics and forecasting skills; participates in recruiting for Associates and Senior Associates and assists with onboarding.
• Serves as a resource…