Tax Director- Private Client Services

2 weeks ago

Buffalo, New York, United States Spartan Placements LLC Full time
Tax Director- Private Client Services

We are hiring Manager, Senior Manager and Director levels.

Responsibilities:
Lead and manage a portfolio of high-net-worth private clients, ensuring the delivery of high-quality tax and advisory services.

Provide Executive presence and act as the primary client contact for preparation and presentation of issues and resolution to clients.

Develop, bring-forth and implement strategic planning initiatives for clients.
Handle direct communication with government agencies for matters of the highest complexity.
Stay abreast of changes in tax laws, financial regulations, and market trends that could impact clients, and advise accordingly.

Utilize strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs on technical issues, individual and business decisions.

Lead, mentor, and develop a team of professionals, fostering a culture of excellence, collaboration, and continuous learning.
Collaborate with other industries and practices across the firm to provide integrated services to clients.

Engage in business development opportunities for new client engagements, and lead efforts to expand the client base of the Private Client Services Group.

Maintain and foster existing client relationships, as well as those in Cohen's external network of advisors.

Qualifications:
Bachelor's degree in Accounting, Finance or related field.
Master's degree or LL.M in taxation is preferred.
Licensed CPA, J.D. and/or Enrolled Agent.
5+ years of experience, with a focus on tax services, working with high-net-worth individuals, families, and their entities.
Experience in directly managing client relationships and navigating external client advisors.
Excellent communication and interpersonal skills, with the ability to effectively communicate complex concepts to clients and team members.
Deep understanding of complex investments. Previous work with family office structuring under Lender is preferred.

Proficient in individual, trust, estate, gift, and investment partnership taxation, as well as a proven track record of developing and implementing tax planning strategies for the same.

Familiar with multi-state taxation and residency.
Strong analytical and problem-solving skills, with attention to detail, and a tenacity to seek out answers to challenging problems.
Proven ability to manage projects and deadlines in a fast-paced environment, while maintaining confidence under pressure.


We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

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