• Assist in the development and implementation of tax planning strategies for various clients
• Prepare written reports as required for various assignments such as tax compliance, tax consulting, objections or appeals
• Assist with tax mergers and acquisition assignments including: due diligence, acquisition structuring, sale of business planning
• Tax compliance: review personal, corporate, and trust tax returns
• Perform research on complex tax issues and writing memoranda on findings to privately held businesses and high net worth individuals
• Engage in discussions and correspondence with various tax authorities to explain positions taken by clients and to determine reasons for assessed amounts
• Maintain a current and high level of familiarity and understanding of tax codes, regulations, and other technical information
• Planning, consulting on, and implementing tax reorganizations and estate plans
• Creating and implementing post mortem tax planning
• Liaise with partners, clients, and client counsel to create and implement tax and estate planning strategies
• Serve as a technical resource for staff and provide suggestions for resolving technical issues
• Utilize staff to meet client deliverables in a timely manner and on budget
• Mentor and coach professional staff throughout the year and provide support and development to advance their careers
• Write external publications and blog posts and other memoranda
• Participate in firm promotion events to increase awareness of the firm and its services in the marketplace

Senior Manager, Tax

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Philanthropic Tax Manager