{"start":0,"count":1,"data":[{"publicDescription":"This position is being recruited for Chêne Private Tax, LLC.
\n
\nReporting to the Senior Director, Private Tax, the Tax Manager reviews individual, fiduciary, partnership, S corporation and corporate, and gift tax returns; manages a portfolio of family engagements; owns the quarterly estimate cycle for assigned families; supervises the Associate(s). With licensure and experience in place, the Tax Manager may become a signing professional for the practice. The successful candidate will be technically strong in high-net-worth individual, trust, and partnership taxation, exact in review, confidential with sensitive financial information, and able to work directly with principals and their advisors.
\n
\nDuties and Responsibilities
\nReview & Compliance\n\n\t- Reviews individual (Form 1040), fiduciary (Form 1041), partnership (Form 1065), S corporation and corporate (Forms 1120-S and 1120), and gift (Form 709) returns prepared by staff and clears them for signature.\n\t
- Reviews and interprets complex K-1s from minerals, real estate, operating- companies, and alternative investment interests; confirms basis, capital-account, and at-risk tracking.\n\t
- Handles IRS and state notices and examinations for assigned clients.\n\t
- Stays current on federal and state tax developments and communicates the implications to clients and the team.\n
\nPlanning & Estimates\n\n\n\t- Runs the quarterly estimate cycle for assigned families, calculation, planning, communication, and coordination of payments; develops tax projections and year-end planning models.\n\t
- Leads planning on entity structure, basis, distributions, multi-state exposure, and gift and trust funding; coordinates with the families' attorneys, trust officers, and investment advisors.\n\t
- Researches technical questions and documents conclusions.\n
\nClient Relationships\n\n\n\t- Serves as the day-to-day contact for assigned families, delivering clear communication and proactive planning; engages with principals and outside advisors with discretion.\n\t
- Gains an understanding of each family's businesses, objectives, and entities, and recognizes opportunities to serve them further.\n
\nLeadership & Process\n\n\n\t- Supervises, trains, and reviews the Tax Senior Associate and Tax Associate.\n\t
- Collaborates with Sr Director to maintain the practice's checklists, review procedures, and workpaper standard; manages engagement scheduling, deadlines, and prioritization for the assigned portfolio.\n\t
- Other duties as directed by the Senior Director, Private Tax or the President.\n
\n
\nRequirements & Preferences
\nRequired\n\n\n\t- Bachelor’s degree in accounting or related field.\n\t
- Active CPA license.\n\t
- Five years of tax experience in public accounting or a private-client tax practice, including at least two years reviewing returns and supervising staff.\n\t
- Experience with high-net-worth individual, trust, and partnership returns and multi-state filing.\n\t
- Experience managing engagements, including scheduling, client correspondence, and budgets.\n\t
- Proficiency with professional tax software (CCH Axcess preferred), research platforms, and Microsoft Office, with strong Excel skills.\n\t
- Strong analytical, written, and verbal communication skills, with the ability to explain tax matters plainly to clients and their advisors.\n\t
- Demonstrated ability to maintain strict confidentiality with sensitive financial information.\n\t
- Extended hours during the filing season, February through April and September through October; a standard week outside the season.\n
\nStrongly Preferred\n\n\n\t- Seven or more years of experience, including private-client, family office, or trust company tax work.\n\t
- Master of Accountancy or Master's degree in taxation.\n\t
- Experience with oil and gas minerals, real estate partnerships, and closely held operating companies.\n\t
- Experience with fiduciary returns (Form 1041) and gift tax returns (Form 709).\n
\n","id":5213,"title":"Tax Manager — Private Client Services"}]}