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WEALTH MANAGER IN A HIGHLY REGARDED, WELLKNOWN INTERNATIONAL INVESTMENT FIRM This is an exclusive executive position with an elite and very wellrecognized ...
Line of Service Tax Industry Not Applicable to Practice State City GAAtlanta Travel Requirements 020% Position TypeFull Time Auto req ID 17703BR PwC/LoS Overview ...
Position Purpose The individual will partner and liaison with Business Units to minimize corporation's property tax liability, increasing shareholder value, ...
Primary Role Responsible for daytoday tax team management, oversight and accountability for all income tax department activities and responsibilities. Responsible ...
Prudential Insurance Company of America - Atlanta, GA US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
Prudential Insurance Company of America - Atlanta, GA US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
POSITION PURPOSE The position works directly with the Manager Income Tax Compliance to prepare the Company's consolidation federal income tax return and quarterly ...
POSITION PURPOSE This position assists in the preparation of economic and financial analysis and forecasts for use in the development of financial business ...
The Financial Evaluation/Post Profit Supervisor conducts customer profitability analyses for high revenue volume customers and completes ad hoc analysis on ...
Job Description Available Openings: 2 Job Title: Financial Advisor New Advisor Program Job ID: 82572 Location: Alpharetta, GA Business Unit: The Personal ...
For your reference, we have included the original job posting below.
Tax Manager - Tax Advisory - Personal Financial Services
Job Number:
44160168
Company Name:
Confidential Company
Job Location:
Atlanta, GA Us
Job Category:
Accounting & Finance
Salary:
$100K+
Tax Manager - Tax Advisory - Personal Financial Services
Our Personal Financial Services (PFS) professionals are supported by nationally sponsored, world-class technology and tools and a consistent process to deliver high-quality output. Our professionals provide services in the following areas: individual financial planning for high-net-worth individuals and executive groups; individual and fiduciary income tax planning and compliance for our clients. We currently have an excellent career opportunity for a Personal Financial Services Manager. Using cutting-edge technology and working with team-oriented colleagues, the successful candidate will manage multiple and challenging financial counseling engagements that serve our clients' overall financial needs and be responsible for managing and coordinating individual and fiduciary income tax planning and compliance for our clients. This position offers excellent opportunities for learning, leadership, and career advancement to the right candidate. ResponsibilitiesContribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Demonstrate an understanding of complex financial planning concepts and income tax matters and effectively apply knowledge to various clients. Develop and deliver timely and high-quality services and work products that meet or exceed client expectations. Identify business development opportunities. Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education for professional development and growth. Thoroughly and accurately analyze information. Prepare quality, practical tax planning for the client's financial situation and arrive at appropriate conclusions. Participate in client meetings and work within a team environment to deliver integrated advisory services to clients. Develop budgets, determine resource requirements, and direct/monitor engagements. Participate in managing the PCS group by assisting with forecasting future work, delegating work effectively, and resolving staffing issues. Supervise staff and seniors, review their work product for completeness and accuracy, and prepare it for client delivery. Assist in their professional development. Leverage technology to continually maximize productivity. Contribute to a flexible, stable, and team-oriented working culture that fosters development. Participate in recruiting efforts when necessary. Perform other related duties, as required. To qualify, candidates must have:
a bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
a degree with a concentration in accounting, finance, economics or a related field; an advanced degree in tax or law is desirable
a minimum of 3+ years of tax and/or financial planning or relevant experience
a CPA, EA, JD, or CFP or other related experience or certification relevant to an area of specialization
excellent supervisory, interpersonal, analytical, and problem-solving ability
strong written and verbal communication skills
a commitment to learning in a tax and financial planning technology environment
proficiency in technology applications
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