Private Client Advisory - Tax Manager-Estate Planning

Why Moss Adams? Moss Adams brings more West to business. At Moss Adams, we’re excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper. We provide the world’s most innovative companies and shareholders with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity.

Introduction to the team

Moss Adams Private Client Advisory practice (PCA) is looking for a dynamic Tax Manager with an estate planning background to join our team. Our team is aligned to serve closely held businesses and their owners, executives, ultra-high net worth individuals, and their multi-generational families. Our success is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our team collaborates across investment advisory, family office and tax to help our clients achieve their goals.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

• Support complex estate planning engagements to meet our clients’ personal, family, and business goals and facilitate the effective transfer of wealth.
• Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas.
• Provide technical expertise to complex compliance and planning engagements.
• Oversee the modeling of estate planning strategies for clients. Provide technical expertise to compliance and planning engagements.
• Interact closely with client’s other advisors including other Moss Adams tax and investment professionals, outside attorneys, and other external financial managers.
• Effectively leverage available technology and other resources to maximize technical application to client deliverables.
• Ensure that Tax Seniors and Staff are up to date on current tax practices and changes in tax law
• Provide both leadership and supervision to Tax Seniors and Staff.
• Participate in the development of technical content like internal education, webinars, articles, and webcasts within area(s) of expertise.
• Continue to develop relationships with clients, centers of influence, and other Moss Adams professionals through networking and business development activities.
• Active sales team member for new and existing client sales opportunities.

Qualifications:

• Bachelor’s degree in accounting or related field required
• Master of Tax or JD/LLM preferred
• Minimum of 4 years of related experience
• Previous experience in a public accounting or law firm preferred
• CPA or Bar License required
• Minimum of 2 years of supervising and training experience
• Proficient in corporate, partnership, individual trust, gift, and estate taxation.
• Prior experience in Private Clients working with high-net-worth individuals and owners of closely held businesses
• Excellent written and verbal communication and interpersonal skills
• Strong organizational skills required for managing multiple client engagements
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Here, you’ll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That’s why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.