Private Client Services Resume Samples

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M Larson

Madilyn

Larson

959 Mireille Junctions

Boston

+1 (555) 772 0049

959 Mireille Junctions

Boston

Phone

p +1 (555) 772 0049

Experience Experience

Phoenix, AZ

Private Client Services

Phoenix, AZ

Veum, Adams and Wyman

Phoenix, AZ

Private Client Services

Significant role in the management of the team both in terms of strategy and operations and also through managing junior staff development and assignments
The purpose of the job will be to provide "technical" support to more senior members of staff, with the longer-term aim of developing into a "tax professional"
High level management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business driven approach taken
Build and maintain tax relationships with clients and provide high levels of client service
Build and maintain relationships with clients, winning work proactively and contributing to winning new clients
Managepossible leadsfrom other areas of the practice
Build networks and relationships internally and externally for the team to leverage from

New York, NY

UK Private Client Services

New York, NY

DuBuque-Hyatt

New York, NY

UK Private Client Services

Assistance in the management of the team both in terms of strategy and operations and also through managing junior staff development and assignments
Ideally qualified or working towards US Enrolled Agent
Build networks and relationships internally and externally
Ensure delivery of quality work and take day to day leadership of delivery team
Help people to develop through effectively supervising, coaching and mentoring staff
Build and maintain relationships with clients
Results orientation and be willing to take on responsibility

present

San Francisco, CA

Tax Manager Private Client Services

San Francisco, CA

Barton, Spencer and Wolff

present

San Francisco, CA

Tax Manager Private Client Services

present

Research tax issues that arise from planning or compliance work using a variety of online sources and prepare tax memoranda
Provide training, professional development, career mentorship and performance feedback for staff
Carry out administrative work such as, prepare fee analyses, invoices and letters to clients
Handle routine client tax questions, and work with clients to collect necessary information for tax return completion and compliance
Recognize and inform senior management of opportunities to increase level and types of services to clients
Identify tax, trust and estate planning opportunities and prepare correspondence and memoranda describing the income tax implications of implementing transactions
Correspond with audit managers, staff and/or clients in answering clients’ specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work

Education Education

Bachelor’s Degree in Accounting

University of Illinois at Chicago

Bachelor’s Degree in Accounting

Skills Skills

Strong client relationship management skills with ability to develop quality outputs to clients
Outgoing with good relationship skills and the ability to deliver quality output
Strong organizational skills and the ability to multi-task
Team player; ability to integrate with new teams quickly
Attention to detail with a commitment to high quality and accuracy
Study support may be available towards the ATT or CTA as applicable
Good project management skills, capable of planning and prioritising work whilst meeting all deadlines
Quick learner; able and willing to carry out a range of client and technical work
Technical and practical knowledge and experience in advising UK and non-UK domiciled individuals and families
Relationship management skills with ability to manage client expectations

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Private Client Services Resume Examples & Samples

Overall responsibility for management of the tax return process being delivered to their client base
Management of the successful delivery of technically complex and demanding consulting projects for their clients, ensuring technical excellence and practical / business driven approach taken
Pursuit of business development opportunities identified by other service lines at EY (e.g. through audit, corporate finance or wider tax relationships)
Provision of development support to junior members of the team through effective supervision, coaching and mentoring
Contribution to people initiatives, including retaining and training our team
Significant role in the management of the team both in terms of strategy and operations and also through managing junior staff development and assignments
Technical and practical knowledge and experience in advising UK and non-UK domiciled individuals and families
Client driven and strategically and commercially aware
Strong tax technical skills
Strong client relationship management skills with ability to develop quality outputs to clients
Negotiation skills, able to sustain opinion and handle challenges
Business development skills, able to identify and convert opportunities to sell work
Effective time management, ability to remain calm when under pressure to meet deadlines
Excellent communicator in a range of situations both written and oral
Enthusiastic team player with ability to create, sustain and lead effective teams
Experience of coaching and developing more junior staff
Ensure delivery of quality work and take day to day leadership of delivery team
Change orientated with flexible approach
Chartered Accountant and/or Chartered Tax Advisor preferred

Private Client Services Resume Examples & Samples

High level management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business driven approach taken
Overall responsibility of quality of client service
Managepossible leadsfrom other areas of the practice
Build networks and relationships internally and externally for the team to leverage from
Help people to develop through effectively supervising, coaching and mentoring staff
Contribute to people initiatives, including retaining and training international tax professionals
Significant involvement in the management of the team both in terms of strategy and operations and also through managing junior staff development and assignments
Strong international tax technical skills
Enthusiastic team player with ability to create, sustain and lead effective team
ACA / CA / Tax Inspectors with full Technical Training course / Law qualification / Tax specialist qualification / or breadth of knowledge equivalent to a Tax specialist qualification

Private Client Services Resume Examples & Samples

The purpose of the job will be to provide "technical" support to more senior members of staff, with the longer-term aim of developing into a "tax professional"
The role will be critical in ensuring a high quality, consistent service is provided to our clients and the successful candidate will develop a deep knowledge and understanding of our clients to ensure stability and continuity is maintained
Quick learner; able and willing to carry out a range of client and technical work
Commercially aware with a general interest in business and finance
A degree of flexibility to meet client /department needs and deadlines
Team player; ability to integrate with new teams quickly
Outgoing with good relationship skills and the ability to deliver quality output
Study support may be available towards the ATT or CTA as applicable
Good numerical skills
Calm & methodical, can adhere to and manage deadlines
Excellent communication skills - written, questioning and listening
Strong organizational skills and the ability to multi-task
Attention to detail with a commitment to high quality and accuracy
Self starter; willing to be accountable for their decisions and output
A-Levels or equivalent - 2 (preferably grade C or above)
GCSE's - 6 (grade C or above, including maths and English language)
Computer literate

Private Client Services Resume Examples & Samples

To contribute to the efficient and successful delivery of tax services to the client
Build and maintain tax relationships with clients and provide high levels of client service
Build relationships both within the firm and externally with clients, identifying opportunities and managing expectations
Contribute to winning new work by proactively managing existing clients and contribute to winning new clients
Manage the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken
Responsible for day-to-day client liaison
Provide full tax services to a client portfolio
Achieved at least a 2:1 in an undergraduate degree
Strong technical skills and keen to develop further
Sound working knowledge of MS Excel
Good project management skills, capable of planning and prioritising work whilst meeting all deadlines
Ability to solve problems creatively and pragmatically and willing to proactively suggest ideas
Excellent communicator in range of situations both written and oral
Relationship management skills with ability to manage client expectations

Tax Manager Private Client Services Resume Examples & Samples

5+ years of relevant Tax experience at a Public Accounting firm; 1+ year of Management experience
Broad exposure to Federal and State Income Taxation
Previous experience with Tax (Compliance; Corporate; Fiduciary; Individual; Partnership; Research & Planning; Trust/Estate)
Significant experience servicing High Net Worth individual clients & their related entities, businesses, & families while working with their various professional advisors (attorneys, estate planners, investment advisors, or insurance advisors)
Advanced Tax Degree or JD
Professional designations such as PFS, CFP, or CLU
Insurance or investments licenses

National Tax Department Private Client Services Tax Manager Resume Examples & Samples

Bachelor's degree in a related field (Accounting, Business Administration, Economics, Finance, Mathematics) and approximately 5 years of tax or related experience
CPA certification or membership in a State Bar required; CFP a plus
Knowledge of individual income, gift, estate and generation-skipping transfer tax laws within an area of technical specialization
Excellent interpersonal, analytical, and problem-solving ability; strong written and verbal communication skills

Bookkeeper, Private Client Services, Brisbane Resume Examples & Samples

Assist with MYOB administration and draft financial/activity statements
Provide payroll calculations
Provide administrative support to the technical staff as they prepare and review income tax returns and special purpose financial reports
Develop strong and broad relationships with clients and provide a high level of client service
Strong MYOB (including payroll), MS Word and Excel skills
Proficiency with using internet and databases
Ability to prioritise tasks and work both autonomously and as part of a team
Ability to multi-task and be flexible
Ability to identify areas of process improvement and communicate to Management

Tax Consultant, Private Client Services Resume Examples & Samples

Advise on tax compliance, income tax, GST, and FBT
Prepare financial statements and management reports
Experience in a Chartered Accountant environment with a relevant tertiary qualification
Strong accounting skills and good knowledge of tax
Strong communication skills, team focus and ability to manage priorities for multiple clients will be highly valued
The ability to work efficiently and effectively in a team and under time pressure
Experience within Agriculture sector would be an advantage but not essential

UKI Tax-private Client Services Tax Senior Resume Examples & Samples

Manage the successful delivery of tax projects, ensuring technical excellence and practical approach taken
Experienced personal tax practitioner
Team player; ability to integrate with new teams quickly
ACA/AITIA or Law qualification

Manager, Private Client Services, Perth Resume Examples & Samples

Provide integrated tax compliance services to high net wealth families, large private groups and small to medium listed entities
Prepare and review income tax returns and special purpose financial reports for individuals and their related entities including superannuation funds, trusts, companies and partnerships
Enable efficient operations and will focus on providing the best possible service to our clients
Advanced tax technical knowledge relevant to individuals and private groups (ideally you will have had experience with trusts, Division 7A and CGT) and to listed corporate groups
Extensive experience in tax consulting, ideally in a top tier accounting firm, corporate, business consulting or legal environment
Previous experience of managing junior staff and their development

Consultant Private Client Services Antwerp Resume Examples & Samples

Prepare resident and non-resident tax returns (income tax returns, inheritance tax returns,…)
Assist clients during and with tax audits, tax claims, etc
Do research and preparatory work in various tax & legal matters and prepare written advice to clients (inheritance tax planning, philanthropic planning, estate planning, …)

Consultant, Private Client Services, Perth Resume Examples & Samples

Provide tax compliance services to high net wealth families, large private groups and small to medium listed entities
Prepare and review income tax returns and special purpose financial reports for individuals and their related entities including superannuation funds, trusts, companies and partnerships
Research and draft advice in relation to income tax, superannuation and estate planning issues
Previous experience gained in a large tax consultancy firm with a focus on face to face client service
Ideally have completed an undergraduate qualification in Accounting and have completed or undertaking the CA program

UK Private Client Services Resume Examples & Samples

ATT, CTA or equivalent qualification would be ideal (or breadth of knowledge equivalent to CTA)
Ideally qualified or working towards US Enrolled Agent
Experience in the provision of US/UK advisory & compliance services to high net worth individuals
Technical abilities in both US and UK tax
Relationship management skills with the ability to manage client expectations
Excellent written and oral communication skills
Pragmatism and the ability to solve problems creatively
Results orientation and be willing to take on responsibility

UK Private Client Services Resume Examples & Samples

CTA or equivalent qualification (or breadth of knowledge equivalent to CTA)
Qualified as a US Enrolled Agent
Significant experience in the provision of US/UK advisory & compliance services to high net worth individuals
Strong technical abilities in both US and UK tax and in the application of the US/UK Double Tax Treaties
Strong relationship management skills with the ability to manage client expectations
The ability to identify areas of risk, carry out an effective review and know when to escalate
The ability to drive things forward and work with team members from across the practice
Client focus and be strategically and commercially aware
Teaming skills; and
Enthusiasm and a flexible attitude

Tax Manager Private Client Services Resume Examples & Samples

Identify tax, trust and estate planning opportunities and prepare correspondence and memoranda describing the income tax implications of implementing transactions
Research tax issues that arise from planning or compliance work using a variety of online sources and prepare tax memoranda
Prepare and/or review personal, corporate, trust and charity tax returns
Verify tax assessments
Correspond with audit managers, staff and/or clients in answering clients’ specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work
Prepare and/or review tax election forms and Notices of Objection
Assist and manage the administration of personal, corporate and trust tax compliance seasons
Manage/mentor/coach staff
Carry out administrative work such as, prepare fee analyses, invoices and letters to clients
Possess a Canadian CPA or CA designation, or a reciprocal CA designation
Fluently bilingual in English and French
Proficiency in Microsoft Office tools (Word, Excel, PowerPoint, Outlook)
Demonstrate ability to be proactive, use own judgment and work independently as part of a team
Excellent organizational and time management skills with attention to detail
The ability to effectively manage multiple tasks in a fast paced and high volume environment with keen attention to client needs
The ability to demonstrate sound judgment regarding confidential and sensitive matters

Uki-private Client Services Resume Examples & Samples

Build and maintain relationships with clients
Proactive business development to win new work
High level management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business driven approach taken
Overall responsibility of quality for client service
Manage possible leads from other areas of the practice
Build networks and relationships internally and externally
Help people to develop through effectively supervising, coaching and mentoring staff
Contribute to people initiatives, including retaining and developing our team
Significant role in the management of the team both in terms of strategy and operations and also through managing junior staff development and assignments
Technical and practical knowledge and experience in advising individuals with complex tax affairs
Client driven and strategically and commercially aware
Strong tax technical skills
Strong client relationship management skills with ability to develop quality outputs to clients
Negotiation skills, able to sustain opinion and handle challenges
Business development skills, able to identify and convert opportunities to sell work
Effective time management, ability to remain calm when under pressure to meet deadlines
Excellent communicator in a range of situations both written and oral
Enthusiastic team player with ability to create, sustain and lead effective teams
Experience of coaching and developing more junior staff
Ensure delivery of quality work and take day to day leadership of delivery team
Change orientated with flexible approach
ACA / AITI / Law qualification or breadth of knowledge equivalent to a Tax specialist qualification

Senior VP Wealth Sales Manager Private Client Services Resume Examples & Samples

Excellent sales and people management skills
Customer driven with a strong focus on meeting needs, sales quality and standards of service
Strong interpersonal communication skills, especially in motivation, coaching and team leadership
Ability to respond to and lead change on an individual and team level
Bachelor’s degree in business, finance, related field or equivalent experience
Strong managerial, sales, analytical, decision-making, and communications skills

UK Private Client Services Resume Examples & Samples

CTA/ACA/ACCA/CPA qualification
Experience in the provision of US tax advisory & compliance services to high net worth individuals
Experience of providing personal tax services in a client facing environment
Experience of providing income tax services to US expatriates

Senior Tax Manager, Private Client Services Resume Examples & Samples

Planning and organizing teams for the execution of a variety of corporate, personal, trust and partnership assignments including compliance, information reporting and advisory
Advising on technical matters, process and procedure modification
Performing compliance and technical research reviews
Conducting and documenting tax research
Coaching and mentoring more junior staff to execute assignments with accuracy and completeness
Leading tax engagement teams in serving the tax needs of clients
Comfortable with business development, networking and promotion in a variety of client-facing situations
Support the development and coaching of tax professionals within a team environment
An accounting designation or other related experience or certification relevant to an area of specialization
Mature, proactive, committed, highly motivated and driven team player

Private Client Services Manager, Tax Resume Examples & Samples

Five (5) or more years of public accounting and private client services experience required
Public accounting experience working in the private client area preferred
Detailed oriented
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to effectively delegate work
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients

Private Client Services Senior Associate, Tax Resume Examples & Samples

Three (3) or more years of public accounting and private client services experience
Ability to successfully multi-task while working independently or within a group environment
LI-DW1

Tax-manager Private Client Services Resume Examples & Samples

Provide timely, high quality client service that meets or exceeds client expectations
Recognize and inform senior management of opportunities to increase level and types of services to clients
Complete research and special projects as needed
Travel to client sites as needed (less than 10%)

UK Private Client Services Resume Examples & Samples

Build and maintain relationships with clients
Management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business driven approach taken
Identify possible leads from other areas of the practice
Build networks and relationships internally and externally
Help people to develop through effectively supervising, coaching and mentoring staff
Contribute to people initiatives, including retaining and training our team
Assistance in the management of the team both in terms of strategy and operations and also through managing junior staff development and assignments
Significant experience in expatriate tax / global mobility, specifically across UK and US tax systems
Client driven and strategically and commercially aware
Strong tax technical skills
Strong client relationship management skills with ability to develop quality outputs to clients
Negotiation skills, able to sustain opinion and handle challenges
Business development skills, able to identify and convert opportunities to sell work
Effective time management, ability to remain calm when under pressure to meet deadlines
Excellent communicator in a range of situations both written and oral
Enthusiastic team player with ability to create, sustain and lead effective teams
Experience of coaching and developing more junior staff
Ensure delivery of quality work and take day to day leadership of delivery team
Change orientated with flexible approach
ACA / CA / Tax Inspectors with full Technical Training course / Law qualification / Tax specialist qualification / or breadth of knowledge equivalent to a Tax specialist qualification

Tax Experienced Associate Private Client Services Resume Examples & Samples

Minimum of 1-2 years of recent experience in Public Accounting with an emphasis in taxation
Must be eligible to sit for the CPA Exam – or licensed JD
Understanding of tax code and technical aspects of tax preparation and compliance

Manager, Private Client Services, Melbourne Resume Examples & Samples

Provide integrated tax compliance services to high net wealth families and large private groups
Advise on income tax, superannuation and estate planning issues
Structure advice involving PPFs and international investment vehicles
Advanced tax technical knowledge relevant to individuals and private groups (ideally you will have had experience with trusts, Division 7A and CGT)

Private Client Services Senior Manager, Tax Resume Examples & Samples

Seven (7) or more years of public accounting and private client services experience required
Ability to interact effectively with people at all organizational levels of the firm
Basic knowledge of fundamental accounting, finance and tax principles
General accounting knowledge and basic to intermediate tax knowledge

Tax Private Client Services Experienced Manager Resume Examples & Samples

Six (6) or more years of public accounting and private client services experience required
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
General understanding of financial planning concepts

Tax-senior Director Private Client Services Resume Examples & Samples

Advising high net-worth and family office clients on a full spectrum of tax issues, including compliance, planning, and research
Keep abreast of latest legislative and judicial tax developments, as well as the Firm's standards and policies
Advise clients on income tax and succession of wealth planning strategies; estate and gift tax planning
Compliance management for individuals, fiduciary, gift and estate tax returns, including private foundations and split-interest returns
Tax Advisory and Estate Planning experience required
8+ years dealing with high net worth clients required
4+ years of managerial experience required
Experience with IRS and relevant state audit process and procedures
Proven ability to develop new business relationships and expand services to existing clients
Exposure to Tax preparation and research software required, specifically Go Systems, CCH, BNA, ProFx desired

Analyst Private Client Services Resume Examples & Samples

Demonstrate an understating of basic tax concepts. Proactively expand tax knowledge through client assignments and stay current with tax developments
Deliver high quality and timely work by consistently applying designated methodology, processes, standards, and technology tools
Prepare simple to moderate tax returns
Research tax theory and positions, and apply them to specific client needs
Contribute to client satisfaction by providing timely and effective responses to client needs and concerns
Assist Seniors and Managers on special projects, as requested
Exercise independent judgment and discretion when preparing tax returns
Help create a supportive teaming environment
Demonstrate effective written and oral communications skills in English
Good analytical, verbal and numerical skills

Tax Manager Private Client Services Resume Examples & Samples

Strong technical skills in accounting and review of tax returns
Strong experience with Individual Taxation (high net worth aka $10M +)
Experience with family limited partnerships and operating partnerships

Wealth Management & Private Client Services Business Systems Analyst Resume Examples & Samples

“Get it done” attitude
High energy with a ‘take charge’ and ‘make it happen’ attitude
Must be customer focused to understand and appropriately respond to customers' business needs
Available for on call support 24x7
Possess a strong sense of ownership for achieving results
Prior experience working in a dynamic, fast-paced environment
Must love solving complex problems
Passionate and inquisitive approach to the technology driven world
Demonstrated critical thinking skills, ability to accurately analyze information and make sound decisions
Ability to independently drive solutions while working with multiple teams
Experience in verification and validation
Facilitate conversations that will result in the creation of user cases, requirements, functional design, and technical design
Work with QA and business partners to create test documents that provide appropriate coverage to ensure quality products are delivered
Support testing of enhancements and patches
Experience in interacting and coordinating with vendors
Bachelor's Degree or an equivalent combination of education, training, and experience
Skilled in establishing and maintaining a high level of client trust and confidence
Advanced accounting skills
Advanced Microsoft Access, Excel, Word and PowerPoint skills
Expertise with Adobe Pro Acrobat
Expertise in test case creation
Passion for solving complex problems
Ability to work independently under pressure
Ability to manage project duties, balance workload and meet internal/external deadlines
Ability to create and coordinate training plans and schedules for new system application rollouts and/or upgrades
Knowledge of the Securities Industries, Markets and Securities Regulatory agencies

Tax Supervisor Private Client Services Resume Examples & Samples

Advise clients on a full spectrum of personal and business/investment tax services, including planning, research, compliance, wealth transfer tax planning, and charitable planning
Assist with new business development, extended service and tax issue recognition for existing clients
Develop and sustain strong client relationships
Provide industry knowledge and experience
5 or more years of experience working as a Tax leader in public accounting
Four or more years of experience in private client services or business taxation with a desire to grow skill in the private client services arena
Experience within the Oil & Gas or Financial Services industry would be a plus
Proficient in Partnership Taxation or S-Corporation taxation
Working knowledge of State & Local income (SALT)/Franchise tax for multi-state filers

Deloitte, Tax, Private Client Services Resume Examples & Samples

Managing a portfolio of Partners from Professional Practices and dealing with all aspects of their tax affairs
Management of tax compliance services provided to our clients through our Compliance Centre of Excellence
Reporting to senior members of the team, including regular interaction with the partner group and managing and helping to develop more junior members of the team
Managing diverse teams within an inclusive team culture where people are recognised for their contribution
Ability to plan and prioritise workload, meet deadlines and work well under pressure
Able to take ownership and use initiative to resolve problems
Ability to exercise appropriate level of judgement
Drive and spirit to succeed and exceed our clients’ expectations and a positive approach to personal development
Ability to adapt to changes in the external environment rapidly and to respond to clients appropriately in this context

Private Client Services Resume Examples & Samples

Managing a book of business where you will be responsible for providing clients with accurate and timely advice & recommendations by effectively using HUB’s agency management system (EPIC) to rate and prepare proposals
Conducting immediate reviews for Business Partner meetings by analyzing and evaluating clients’ current insurance and providing feedback and suggestions on program improvement
Reviewing accurate information on all new prospects by documenting EPIC and updating client information in our agency management system accordingly
Following up on unresolved items to ensure timely resolution
Scheduling and conducting face to face meetings with clients throughout the region
Additional responsibilities will include cross sell initiatives into your managed book of business on a group & individual basis

Senior Consultant, Private Client Services Resume Examples & Samples

Become a trusted business advisor to our wide range of clients – from high net wealth families, large private groups and small to medium entities
Provide accounting and tax compliance services through the preparation and review of income tax returns and financial reports for individuals and their related entities including trusts, companies and partnerships
Have real client interaction as a Virtual CFO, and provide real-time reporting and advice to businesses
Be on the forefront of new technology – with the ability to grow and develop new ways of doing things in our fully paperless office
Work on corporate income tax matters relevant to small / medium entities as well as foreign inbound groups
Work with a variety of senior professionals from the wider EY team
Previous experience in a corporate, business consulting or legal environment with strong technical tax and accounting knowledge
Ideally completed an undergraduate qualification in Accounting and have completed or undertaking a post graduate accounting qualification (i.e. the CA program)
Confidence with accounting and MS software
Strong communication skills, team focus and the ability to build strong and lasting business relationships
Ready to hit the ground running in this motivated, driven and dedicated team

Consultant Private Client Services Resume Examples & Samples

Prepare and implement estate planning in national & cross-border situations (gift and inheritance
Tax planning, philanthropic planning…)
Prepare resident and non-resident tax returns for business related and high net worth individuals
(income tax returns, inheritance tax returns…)
Assist business related and high net worth individuals during tax audits, tax claims, etc

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