Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry.
Manager, Federal Tax (Private Client Services)
We’re currently growing one of our Federal Tax specialty areas, Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner.
How You Will Contribute
Focus on providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
Demonstrate extensive technical skills with tax compliance assignments for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
Work as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients
Identify, research, and provide analysis on a wide range of complex tax issues
Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
Supervise, develop, mentor, and motivate our Associates and Senior Associates by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
Manage workload and deadlines for Associates and Senior Associates with focuses on quality, efficiency, and effectiveness of the project team
Manage client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
Create deliverables that are concise, complete, and address the elements deemed critical by the client
Clearly communicate work plan, project objectives, and timelines to multidisciplinary project teams
Encourage open expression of ideas and opinions, actively seeks opportunities for others to share diverse experiences and perspectives
Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
Assist with business development, including add-on work by creating business development resources and proposal materials
Qualifications:
Bachelors degree in Accounting
4+ years’ of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
CPA or Licensed Attorney
Prior proven experience leading and managing work streams and mentoring junior staff
Excellent verbal and written skills with the ability to articulate complex tax concepts, establish credibility and influence clients
Excellent research, writing, and analytical skills
Advanced user of all Microsoft Office products (with an emphasis on Excel)
Experience with GoSystems, OneSource, and research software preferred
Ability to simultaneously work on several projects and effectively manage deadlines
High motivation to learn and grow
Detail-oriented and possess strong organizational skills
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy.
A&M is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to providing a work environment that is free from discrimination and harassment, and where all employees are treated with respect and dignity.
#J-18808-Ljbffr
#J-18808-Ljbffr