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Director, Tax Advisory

3 months ago

New York, United States FTI Consulting Full time

Who We Are

FTI Consulting is the world’s leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world’s leading law and private equity firms when they are facing their greatest opportunities and challenges. Our strong performance and continued success are a direct reflection of the ambition, energy, and commitment of our talented professionals across the globe to make a positive impact for our clients and communities.

At FTI Consulting, you’ll be inspired and empowered to make an impact on headline matters that change history. Working side by side with the world’s leading experts in your field, you’ll be surrounded by an open collaborative culture that embraces diversity, recognition, professional development and most importantly, you.

There’s never been a more exciting time to join FTI Consulting and this is where you will do the most exciting and fulfilling work of your career.

Are you ready to make an impact?

About The Role

FTI Consulting’s Corporate Finance & Restructuring practice focuses on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.

FTI Consulting’s Real Estate Solutions has a singular focus on the real estate and finance industry and the capital markets that serve it. Our services are designed to create integrated financial, tax and real estate solutions for clients having underlying value in real estate operations and assets. We provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including Equity and Mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.

What You’ll Do

FTI Private Client Tax Advisory Services has an exclusive focus on the needs of private clients, including high net worth individuals, their business interests, and family foundations. We provide a broad range of services to multigenerational families in all areas of personal planning, tax preparation, family office governance, and long-term wealth preservation. In addition, we are proficient in all areas of tax compliance and planning for a variety of entities, including trusts, foundations, partnerships, closely-held corporations, and charitable organizations. Our understanding of the relationships between various planning, tax, and administrative disciplines help us develop the most tax advantageous and effective ways to own assets and structure transactions to meet our clients’ unique needs.

  • Responsible for a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build and manage client relationships
  • Lead team of tax professionals/assistants working on client projects
  • Help manage risk and financial performance of engagements
  • Review Individual, Fiduciary, Corporate, Partnership, Gift, Estate and Foundation tax returns
  • Review supporting tax return work papers and documentation of all tax positions and conclusions
  • Coordinate tax research and planning
  • Participate in training or planning training content   Work as part of a multidisciplinary team
  • Stay current on relevant tax matters and new developments
  • Demonstrate professionalism and collaborative skills in dealings with internal and external clients
  • Use of technology to enhance and streamline the tax preparation and reporting process
  • Develop potential opportunities and contacts for business development

How You’ll Grow

We are committed to investing and supporting you in your professional development and we have developed a range of programs focused on fostering leadership, growth and development opportunities. We aim to promote continuous learning and individual skills development through on-the-job learning, self-guided professional development courses and certifications. You’ll be assigned a dedicated coach to mentor, guide and support you through regular coaching sessions and serve as an advocate for your professional growth.

As you progress through your career at FTI Consulting, we offer tailored programs for critical professional milestones to ensure you are prepared and empowered to take on your next role.

What You Will Need To Succeed

Basic Qualifications

  • Bachelor’s or master’s degree in Accounting
  • Education in compliance with CPA exam requirements/CPA License
  • Excellent written and verbal communication skills
  • 7+ years of post-graduate work experience
  • Ability to travel to clients and FTI office(s) as needed
  • Applicants must be currently authorized to work in the United States on a full-time basis; the employer will not sponsor applicants for work visas

Preferred Qualifications

  • Familiarity with Excel, MS-Word, and tax preparation software (GoSystem preferred)
  • Strong accounting and organizational skills
  • Extensive background in complex high net worth tax planning & compliance