Tax - Manager - Private Client Services Job

Job Title: Tax - Manager - Private Client Services
Description: Position Description Responsibilities will include, but will not be limited to:

• Reviewing personal, fiduciary, and foundation income tax returns

• Preparing and reviewing gift and estate tax returns

• Researching tax laws and preparing tax memorandum on technical issues

• Managing all aspects of client accounts and fostering client relationships

• Expanding services to existing clients and developing new business relationships

• Managing and mentoring staff

• Presenting internal training seminars on technical issues

Basic Qualifications

• Bachelor’s degree

• CPA License or JD required

• Tax Advisory and Estate Planning experience required

• 3-4+ years experience in dealing with high net worth clients required

• 1+ years of managerial experience required

Preferred Qualifications

• Master’s Degree in Taxation or Law Degree desired

• Experience working with Private Foundations

• Recent public accounting experience required

• Ability to establish and maintain strong client relationships

• Proven ability to develop new business relationships and expand services to existing clients

• Excellent communication skills-both oral and written

• Proficiency in Microsoft Office applications required

• Experience with tax preparation software required – ProFx, BNA Income Tax Planner, and Go Systems desired

• Experience with research tools required – RIA Checkpoint and CCH desired

You have high expectations for yourself and your career. So does McGladrey. Imagine what we will achieve together.

Your Move.

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. By understanding what's important to you, we will create meaningful experiences that build upon your already rewarding career. McGladrey is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Learn why a career at McGladrey is the right decision for you. Set custom alerts through the McGladrey Talent Community to stay informed of job opportunities related to your interests.

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About McGladrey

McGladrey & Pullen, LLP operates under the McGladrey brand as the fifth largest U.S. provider of assurance, tax and consulting services, with nearly 6,500 professionals and associates in more than 70 offices nationwide. McGladrey & Pullen is a licensed CPA firm, and is a member of RSM International, the sixth largest global network of independent accounting, tax and consulting firms. For more information, visit www.mcgladrey.com, follow our Careers Blog, like our Facebook Careers page, follow us on Twitter, and/or connect with us on LinkedIn.

EEO/AA

Location Street Address: 18401 Von Karman Ave, 5th Floor
City: Irvine
State: California

Region: West Region
Position Type: Full Time
Job Type: Experienced
Degree Required: Bachelor
Travel Required:
Relocation Eligible:
Sponsor candidates who are not eligible to work in US: No

Requisition ID: SWMC8093

Nearest Major Market: Irvine California
Nearest Secondary Market: Los Angeles
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