Manager, Federal Tax; Private Client Services

Manager, Federal Tax (Private Client Services)

Join to apply for the Manager, Federal Tax (Private Client Services) role at 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.

• 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 as follows: 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 our Associates and Senior Associates by actively participating in their advancement through on‑the‑job training, providing performance feedback, counseling, and fostering our team‑based atmosphere
• Manage workload and deadlines for Associates and Senior Associates with focuses on quality, efficiency, and effectiveness of the project team
• Manage client calls to understand critical areas of importance 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 seeks 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

• Bachelor’s degree in Accounting
• 4+ years’ experience primarily focused on working with high net‑worth individuals in providing tax planning services, reviewing client work papers, 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, One Source, 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

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.

Regula…