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General Counsel
Consulting
provided
exceptional
service in helping
my organization
recruit for a hard
to fill position.
They did extensive
work on the front
end to understand
our needs and
our culture and
began referring
highly qualified
candidates almost
immediately.

Melinda Burrows
Deputy General Counsel
- Litigation and
Compliance, Progress
Energy Service Company
LLC

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Counsel Jobs > Tax Manager - Personal Financial Services Job in Texas > Tax Manager - Personal Financial Services

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Texas - Tax Manager - Personal Financial Services

Refer job# TB9325701

Tax Manager - Personal Financial Services The candidate will manage financial counseling engagements that serve clients' overall financial needs and be responsible for managing and coordinating individual and fiduciary income tax planning and compliance for clients. Will contribute 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. 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 PFS 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. The candidate should have a Bachelor's degree and 5 years of related work experience OR a Graduate degree and 4 years of related work experience. A degree with a concentration in accounting, finance, economics or a related field is required. An advanced degree in tax or law is desirable. Must have 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 is required. A commitment to learning in a tax and financial planning technology environment is needed. Proficiency in technology applications is a must.

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