Alvarez & Marsal
Manager, Federal Tax (Private Client Services)
Alvarez & Marsal, Washington, District of Columbia, us, 20022
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action‑and‑results‑oriented professionals in more than 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. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M. Description
Manager, Federal Tax (Private Client Services) The Team
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. We are dedicated to helping our clients achieve their long‑term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we’re seeking a Manager to join our team. 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 such as 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 Associates and Senior Associates by providing performance feedback, counselling, and fostering a team‑based atmosphere Manage workload and deadlines for Associates and Senior Associates with a focus on quality, efficiency, and effectiveness of the project team Manage client calls to understand critical areas 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 seek 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
Bachelor’s degree in Accounting 4+ years’ 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. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career. We prioritize your well‑being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high‑performing and passionate professionals. Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits such as healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, as well as a 401(k) retirement savings plan. Those eligible also receive an annual discretionary contribution to their 401(k) plan from Alvarez & Marsal. Employees are eligible for paid time off—including vacation, personal days, 72 hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave. Hire days depend on tenure and role type. Click here for more information regarding A&M’s benefits programs. The salary range is $110,000 - $140,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program based on individual and firm performance. Please ask your recruiter for details. Inclusive Diversity
A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, foster inclusiveness, and encourage everyone to bring their whole self to work each day. Equal Opportunity Employer
It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and applicants can find A&M policy statements and additional information by region here. Unsolicited Resumes from Third‑Party Recruiters
Please note that A&M does not accept unsolicited resumes from third‑party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person, or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire the applicant at its discretion without any fee owed. Seniority Level
Mid‑Senior level Employment Type
Full‑time Job Function
Accounting/Auditing and Finance Industries
Business Consulting and Services Referrals increase your chances of interviewing at Alvarez & Marsal by 2x.
#J-18808-Ljbffr
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action‑and‑results‑oriented professionals in more than 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. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M. Description
Manager, Federal Tax (Private Client Services) The Team
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. We are dedicated to helping our clients achieve their long‑term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we’re seeking a Manager to join our team. 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 such as 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 Associates and Senior Associates by providing performance feedback, counselling, and fostering a team‑based atmosphere Manage workload and deadlines for Associates and Senior Associates with a focus on quality, efficiency, and effectiveness of the project team Manage client calls to understand critical areas 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 seek 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
Bachelor’s degree in Accounting 4+ years’ 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. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career. We prioritize your well‑being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high‑performing and passionate professionals. Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits such as healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, as well as a 401(k) retirement savings plan. Those eligible also receive an annual discretionary contribution to their 401(k) plan from Alvarez & Marsal. Employees are eligible for paid time off—including vacation, personal days, 72 hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave. Hire days depend on tenure and role type. Click here for more information regarding A&M’s benefits programs. The salary range is $110,000 - $140,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program based on individual and firm performance. Please ask your recruiter for details. Inclusive Diversity
A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, foster inclusiveness, and encourage everyone to bring their whole self to work each day. Equal Opportunity Employer
It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and applicants can find A&M policy statements and additional information by region here. Unsolicited Resumes from Third‑Party Recruiters
Please note that A&M does not accept unsolicited resumes from third‑party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person, or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire the applicant at its discretion without any fee owed. Seniority Level
Mid‑Senior level Employment Type
Full‑time Job Function
Accounting/Auditing and Finance Industries
Business Consulting and Services Referrals increase your chances of interviewing at Alvarez & Marsal by 2x.
#J-18808-Ljbffr