ABOUT OUR CLIENT
Our Client is an established financial services organization serving high-net-worth and ultra-high-net-worth individuals, families, and private foundations. The organization provides highly personalized support and values discretion, exceptional service, collaboration, and long-term client relationships.
ABOUT THE ROLE
Our Client is seeking a motivated and detail-oriented Project Manager to support its tax function and coordinate tax returns and related projects for ultra-high-net-worth clients and private foundations.
Working closely with the department leader, the Project Manager will oversee project timelines, coordinate with internal teams and external accounting firms, monitor outstanding items, and help ensure deadlines are met. This is a highly collaborative role requiring exceptional organization, thoughtful communication, discretion, and the ability to manage multiple priorities in a deadline-driven environment.
The successful candidate will bring structure to complex workflows, proactively identify potential issues, and ensure clients, colleagues, and external partners remain informed throughout the process.
RESPONSIBILITIES
Plan, schedule, and track tax return timelines for individuals, trusts, partnerships, and private foundations
Monitor tax return status across internal teams and external accounting firms to support timely completion and filing
Follow up on outstanding information and action items with clients, external accounting firms, and internal teams
Identify potential timeline or deadline issues and promptly communicate them to department leadership and impacted stakeholders
Coordinate quarterly client tax payments and facilitate required internal approvals
Oversee billing and client payments associated with external accounting firms and the tax function
Manage department workflow tools, client portals, tax return calendars, and related technology
Maintain organized project documentation, status updates, meeting notes, and action items
Support the development and improvement of project management processes and workflows
TECHNICAL EXPERTISE
Project planning, scheduling, and status tracking
Workflow and task management systems
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams)
Adobe Acrobat
QUALIFICATIONS
At least 3 years of experience in project coordination or project management
Strong organizational skills and exceptional attention to detail
Ability to successfully manage multiple projects and competing deadlines
Clear, professional, and thoughtful written and verbal communication skills
Proactive approach to follow-up, problem-solving, and stakeholder communication
Ability to exercise discretion when handling sensitive and confidential information
Relationship-oriented approach to working with clients, colleagues, and external partners
Commitment to accurate, careful, and high-quality work
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