Private Client Services Tax Manager

We are seeking experienced Private Client Services Tax Senior Managers or strong Managers to support a a number of clients' tax teams during the upcoming tax season. These roles will focus on technical review, engagement management, tax research, planning support, and client service delivery across complex high-net-worth individual, trust, estate, partnership, and closely held business engagements.

What You’ll Do

• Manage and coordinate complex PCS tax compliance engagements, including individual, trust, estate, gift, private foundation, S corporation, and partnership returns
• Review tax returns prepared by staff and seniors and provide technical review comments
• Identify complex tax issues and perform research to support engagement teams
• Advise teams on trust and estate taxation, partnership taxation, executive compensation, basis considerations, and other complex PCS matters
• Monitor engagement status, identify issues affecting deadlines, and escalate matters to engagement leadership as needed
• Assist with responses to IRS and state tax notices and support ongoing examinations
• Participate in client meetings to discuss technical tax matters and planning opportunities
• Review workpapers and help establish efficient processes for return preparation and review

What We’re Looking For

• Senior Manager-level PCS tax experience; strong Manager-level candidates will also be considered
• Significant experience reviewing complex Forms 1040 and 1041
• Experience reviewing Forms 706 and 709
• Strong partnership and S corporation return review experience
• Experience with private foundation returns
• Experience serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses
• Advanced tax research capabilities, including the ability to draft technical memoranda
• Ability to independently manage complex engagements in a deadline-driven environment

Nice to Have

• Experience with GoSystem and SurePrep
• Familiarity with BNA and/or CCH tax research platforms
• Strong Microsoft Excel skills

Why Beech Valley?

• Flexibility: Accept and reject projects to fit your life and goals
• Compensation: Get paid for every hour you work
• Growth: Build your network and expand your skill set across exciting clients and projects