Working manager role responsible for providing direct oversight of the high-volume tax preparation function for the Wealth Management Division by supervising professional staff, managing tax preparation procedures and processes, and reviewing or preparing fiduciary income tax returns and Forms 1099 for trust and agency accounts. The teammate ensures that clients receive the highest quality of service, and that the Division reputation is sustained at a superior level. Essential Functions: Supervise and manage professional tax staff to ensure Culture of Excellence standards Hire, mentor and coach employees in performance measurement, skill development and personal growth Oversee preparation and review of fiduciary income tax returns and Forms
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444 North Capitol St. NW Suite 348, Washington, DC 20001 Phone: 202-624-5890