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Director, Tax Advisory

1 month 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 work side-by side with leaders who have shaped history, helping solve the biggest challenges making headlines today. From day one, you'll be an integral part of a focused team where you can make a real impact. You'll be surrounded by an open, collaborative culture that embraces diversity, recognition, professional development and, most importantly, you.

Are you ready to make your 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
#LI-Hybrid #LI-AH1

Our Benefits
Our goal is to support the well-being of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following:
  • Competitive total compensation, including bonus earning potential
  • Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance
  • Generous paid time off and holidays
  • Company matched 401(k) retirement savings plan
  • Potential for flexible work arrangements
  • Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support.
  • Family care benefits, including back-up child/elder care
  • Employee wellness platform
  • Employee recognition programs
  • Paid time off for volunteering in your community
  • Corporate matching for charitable donations most important to you
  • Make an impact in our communities through company sponsored pro bono work
  • Professional development and certification programs
  • Free in-office snacks and drinks
  • Free smartphone and cellular plan (if applicable)
  • FTI Perks & Discounts at retailers and businesses
  • Upscale offices close to public transportation


About FTI Consulting

FTI Consulting is a global business advisory firm dedicated to helping clients with their most significant opportunities and challenges. With more than 8,000 employees located in 33 countries and territories, our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. At FTI Consulting, we embrace, cultivate and maintain a culture of diversity, inclusion & belonging, which are fundamental components to our core values. FTI Consulting is publicly traded on the New York Stock Exchange and has been recognized as one of the World's Best Management Consulting Firms by Forbes. For more information, visit www.fticonsulting.com and connect with us on Instagram and LinkedIn.

FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.