Tax Director
3 days ago
As a Tax Director - High Net Worth Professional, you will be responsible for providing strategic tax planning advice and compliance services to high net worth clients. This role offers a clear path to partnership and is an excellent opportunity for those looking to take their career to the next level.
Compensation
The estimated salary for this position is $150,000 per year, with opportunities for bonuses and professional growth. Additionally, the firm offers unlimited PTO, paid holidays, medical/dental/vision benefits, and a 401K match.
Job Description
This Tax Director - High Net Worth Professional role involves providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities. Responsibilities include:
- I. Providing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients. II. Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections. III. Developing and implementing effective communication strategies to build strong relationships with clients and team members. IV. Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service. V. Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients. VI. Identifying new business opportunities and participating in marketing initiatives to contribute to the firm's growth and development.
Requirements
To be successful in this role, candidates must have a bachelor's degree in Accounting, Finance, or a related field, and a minimum of 5 years of experience in a tax role with a focus on high net worth individuals. A master's degree in Taxation or a CPA designation is highly preferred. Strong analytical skills, excellent communication and interpersonal skills, and a proactive and entrepreneurial mindset are also essential.
Benefits
In addition to the compensation package, this role offers a clear path to partnership and opportunities for professional growth and development.
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