Alvarez & Marsal
Manager, Federal Tax (Private Client Services)
Alvarez & Marsal, Washington, District of Columbia, us, 20022
Overview
Manager, Federal Tax (Private Client Services) – Alvarez & Marsal Join to apply for the Manager, Federal Tax (Private Client Services) role at Alvarez & Marsal (A&M). About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in over 40 countries. We solve client problems hands-on and value independent thinkers and doers who positively impact our clients and the industry. Our culture emphasizes Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity. Description
We are growing one of our Federal Tax specialty areas—Private Client Services (PCS). PCS works with private companies, their owners, and high net worth individuals, serving as advisor, advocate, teammate, and partner. We deliver highly personalized solutions to help clients achieve long-term goals. We are seeking a Manager to join our PCS team. How You Will Contribute
Provide tax and consulting services to high net worth individuals in areas including individual income tax, wealth transfer and succession planning, and international tax. Demonstrate extensive technical skills with tax compliance for individual tax clients, including forms 1040, 1041, 709, and FinCEN 114. Collaborate within a multidisciplinary team on tax-planning for individual clients. Identify, research, and analyze a wide range of complex tax issues. Manage day-to-day accounts to ensure timely and accurate work products. Supervise, mentor, and develop Associates and Senior Associates, supporting on-the-job training and performance feedback. Manage workload and deadlines with a focus on quality, efficiency, and project team effectiveness. Lead client calls to understand key areas and apply tax knowledge to client situations. Create deliverables that are concise, complete, and address client-critical elements. Clearly communicate work plans, objectives, and timelines to multidisciplinary teams. Foster open expression of ideas and diverse perspectives. Build client relationships and demonstrate knowledge of client businesses; assume additional responsibility quickly as opportunities arise. Assist with business development, including creating resources and proposal materials. Qualifications
Bachelor’s degree in Accounting 4+ years’ experience with high net worth individuals in tax planning, reviewing client workpapers, and preparing income tax returns CPA or Licensed Attorney Experience leading and managing work streams and mentoring junior staff Excellent verbal and written communication; ability to articulate complex tax concepts and influence clients Strong research, writing, and analytical skills Advanced proficiency with Microsoft Office (especially Excel) Experience with GoSystems, OneSource, and research software preferred Ability to manage multiple projects and deadlines High motivation to learn and grow Detail-oriented with strong organizational skills Your journey at A&M
We prioritize your development with a robust performance process, training, and on-the-job learning to advance your career. We support well-being with comprehensive benefits and resources. Our culture emphasizes growth opportunities, an entrepreneurial environment, and collaboration. Benefits include healthcare, flexible spending and savings accounts, life insurance, AD&D, disability coverage, and a 401(k) plan with discretionary employer contributions (eligibility may apply). Paid time off includes vacation, personal days, sick time, holidays, a floating day, and parental leave, with vacation and personal days varying by tenure and role type. For more information, see A&M’s benefits programs. Salary range: $110,000 – $140,000 annually, dependent on education, experience, skills, and geography. A discretionary bonus may apply based on performance. Details provided by the recruiter. Equal Opportunity and Compliance
A&M is committed to equal opportunity in employment, compensation, and terms and conditions of employment without discrimination based on race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, or other protected characteristics. Employees and applicants can find policy statements by region. We do not accept unsolicited resumes from third-party recruiters unless engaged for a specified opening. A&M may hire such applicants at its discretion without any fee owed to the submitting agency. Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing and Finance Industries
Business Consulting and Services
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Manager, Federal Tax (Private Client Services) – Alvarez & Marsal Join to apply for the Manager, Federal Tax (Private Client Services) role at Alvarez & Marsal (A&M). About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in over 40 countries. We solve client problems hands-on and value independent thinkers and doers who positively impact our clients and the industry. Our culture emphasizes Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity. Description
We are growing one of our Federal Tax specialty areas—Private Client Services (PCS). PCS works with private companies, their owners, and high net worth individuals, serving as advisor, advocate, teammate, and partner. We deliver highly personalized solutions to help clients achieve long-term goals. We are seeking a Manager to join our PCS team. How You Will Contribute
Provide tax and consulting services to high net worth individuals in areas including individual income tax, wealth transfer and succession planning, and international tax. Demonstrate extensive technical skills with tax compliance for individual tax clients, including forms 1040, 1041, 709, and FinCEN 114. Collaborate within a multidisciplinary team on tax-planning for individual clients. Identify, research, and analyze a wide range of complex tax issues. Manage day-to-day accounts to ensure timely and accurate work products. Supervise, mentor, and develop Associates and Senior Associates, supporting on-the-job training and performance feedback. Manage workload and deadlines with a focus on quality, efficiency, and project team effectiveness. Lead client calls to understand key areas and apply tax knowledge to client situations. Create deliverables that are concise, complete, and address client-critical elements. Clearly communicate work plans, objectives, and timelines to multidisciplinary teams. Foster open expression of ideas and diverse perspectives. Build client relationships and demonstrate knowledge of client businesses; assume additional responsibility quickly as opportunities arise. Assist with business development, including creating resources and proposal materials. Qualifications
Bachelor’s degree in Accounting 4+ years’ experience with high net worth individuals in tax planning, reviewing client workpapers, and preparing income tax returns CPA or Licensed Attorney Experience leading and managing work streams and mentoring junior staff Excellent verbal and written communication; ability to articulate complex tax concepts and influence clients Strong research, writing, and analytical skills Advanced proficiency with Microsoft Office (especially Excel) Experience with GoSystems, OneSource, and research software preferred Ability to manage multiple projects and deadlines High motivation to learn and grow Detail-oriented with strong organizational skills Your journey at A&M
We prioritize your development with a robust performance process, training, and on-the-job learning to advance your career. We support well-being with comprehensive benefits and resources. Our culture emphasizes growth opportunities, an entrepreneurial environment, and collaboration. Benefits include healthcare, flexible spending and savings accounts, life insurance, AD&D, disability coverage, and a 401(k) plan with discretionary employer contributions (eligibility may apply). Paid time off includes vacation, personal days, sick time, holidays, a floating day, and parental leave, with vacation and personal days varying by tenure and role type. For more information, see A&M’s benefits programs. Salary range: $110,000 – $140,000 annually, dependent on education, experience, skills, and geography. A discretionary bonus may apply based on performance. Details provided by the recruiter. Equal Opportunity and Compliance
A&M is committed to equal opportunity in employment, compensation, and terms and conditions of employment without discrimination based on race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, or other protected characteristics. Employees and applicants can find policy statements by region. We do not accept unsolicited resumes from third-party recruiters unless engaged for a specified opening. A&M may hire such applicants at its discretion without any fee owed to the submitting agency. Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing and Finance Industries
Business Consulting and Services
#J-18808-Ljbffr