Tax Director

Found in: Jooble US O C2 - 3 weeks ago


Los Angeles CA, United States Henderson Harbour Group Full time

Compensation: $250k + Equity

Tax Director, HNW – 8090

Our client, a Family Office Group of a national advisory firm with multiple locations throughout the US, is looking for a talented Tax Director. This individual must have extensive HNW and UHNW tax compliance, tax controversy, advisory and planning experience. Great opportunity for someone coming out a Top 50 CPA firm or a small family office. Will be responsible for a small portfolio of clients across multiple industries and backgrounds.

Responsibilities
  • Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services
  • Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies
  • Review individual, trust, estate, gift, business entity, and foundation returns
  • Handle Federal and State tax notices and audits
  • Review and analyze estate planning related legal documents Tax Manager
  • Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
  • Be proactive and stay current on new tax legislation and tax reform Business Development
  • Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions
  • Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders
  • Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles
  • Provide internal training and guidance on tax-related topics
  • Manage other members of the group including monitoring their workload

Requirements

  • BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation or Accountancy preferred
  • Active CPA licensed required
  • 8+ years progressive experience in public accounting required
  • Extensive experience in Tax Advisory and Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families

About our Client

Family Office Group of a national advisory firm with multiple locations throughout the US

Additional Job Details

Workplace Policy: Hybrid

About our Process

  • We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Henderson Harbor roles you're qualified for/interested in.
  • Candidates for all Henderson Harbor opportunities must be authorized to work in the United States.
  • Henderson Harbor is an Equal Opportunity Employer.
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