Our Personal Financial Services (PFS) professionals are supported by nationally sponsored, world-class technology and tools and a consistent process to deliver high-quality output. Our professionals provide services in the following areas: individual financial planning for high-net-worth individuals and executive groups; individual and fiduciary income tax planning and compliance for our clients.
We currently have an excellent career opportunity for a Personal Financial Services Manager. Using cutting-edge technology and working with team-oriented colleagues, the successful candidate will manage multiple and challenging financial counseling engagements that serve our clients' overall financial needs and be responsible for managing and coordinating individual and fiduciary income tax planning and compliance for our clients. This position offers excellent opportunities for learning, leadership, and career advancement to the right candidate.
Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
Demonstrate an understanding of complex financial planning concepts and income tax matters and effectively apply knowledge to various clients. Develop and deliver timely and high-quality services and work products that meet or exceed client expectations. Identify business development opportunities.
Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery.
Maintain a personal commitment to continuing education for professional development and growth.
Thoroughly and accurately analyze information. Prepare quality, practical tax planning for the client's financial situation and arrive at appropriate conclusions.
Participate in client meetings and work within a team environment to deliver integrated advisory services to clients.
Develop budgets, determine resource requirements, and direct/monitor engagements. Participate in managing the PCS group by assisting with forecasting future work, delegating work effectively, and resolving staffing issues.
Supervise staff and seniors, review their work product for completeness and accuracy, and prepare it for client delivery. Assist in their professional development.
Leverage technology to continually maximize productivity.
Contribute to a flexible, stable, and team-oriented working culture that fosters development.
Participate in recruiting efforts when necessary.
Perform other related duties, as required.
To qualify, candidates must have:
a bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
a degree with a concentration in accounting, finance, economics or a related field; an advanced degree in tax or law is desirable
a minimum of 3+ years of tax and/or financial planning or relevant experience
CPA, JD, CFP or Enrolled Agent certification
excellent supervisory, interpersonal, analytical, and problem-solving ability
strong written and verbal communication skills
a commitment to learning in a tax and financial planning technology environment
proficiency in technology applications
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