Tax Manager Private Client Services - Estate, Gift and Trust - Alpharetta, GA - Mauldin & Jenkins

03 Atlanta - Atlanta, GA

• Acts as a supervisor to ensure client work is performed within time, scope, budget
• Sees the big picture for the client’s business, objectives, and industry and think creatively to solve business problems as well as team conflict
• Manages engagement and client expectations, ensures satisfaction and communicates upward
• Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements; consistently provides timely response to client and internal requests
• Additional duties as assigned
  
  

• Assesses problem/issue materiality and interprets the implications for the client; understands the client’s tolerance for risk
• Leads client meetings
• Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements; consistently provides timely response to client and internal requests
• Builds knowledge of the firm’s services and effectively presents ideas to clients that result in additional services
  
  

• Researches and reviews work papers for various book to tax differences
• Provide tax planning and consulting advice on estate, gift and trust matters
• Analyze estate planning documents to determine the proper treatment of assets and liabilities for tax purposes
• Review tax compliance related to estates, gifts and trusts
• Ability to apply relevant tax law to particular clients and circumstances
• Demonstrates an understanding of and applies tax planning concepts
• Strong understanding of tax codes, regulations, rulings and case law
• Recognizes industry trends and the potential opportunities for savings & risk reduction applicable to the client’s business and tax burden
• Reviews research findings, tax returns, and client tax work papers ensure conclusions are consistent with firm policies and professional standards and determine implications and the best course of action for the client
• Understands and follows all firm policies, AICPA ethics rules, Circular 230, 6694 and other professional standards
  
  

• Seeks business development opportunities through new or existing contacts
• Understands our business, how we generate profit and has the ability to this tactically and act quickly to capitalize on an opportunity
• Undergraduate degree required, Master’s preferred
• CPA required
• 5+ years of tax experience with estate, gift & trust, and individual income tax returns required
• Extensive knowledge of the preparation/review of trusts, estate, gift tax returns and trust accounting
• Comprehensive understanding of tax code/rules and implications
• Experience preparing returns and researching more complex tax issues
• Strong interpersonal and analytical skills