High Net Worth Tax Strategist

5 days ago

Fort Lauderdale, Florida, United States DeFi Planet Full time

We are DeFi Planet, the leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential. We strive for an inclusive culture and talent experience that sets us apart from other companies.

Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. We take a holistic approach by analyzing various aspects of a client's planning and compliance needs.

Job Summary:

  • Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance.
  • Lead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
  • Anticipate client needs and collaborate with colleagues in specialty tax areas to build client relationships and support growth.
  • Participate in prospective client proposals and intentionally plan to build new client relationships.
  • Delivers exceptional talent experience by building collaborative teams and developing and rewarding team members.
  • Participate in local and national committees focused on building technical expertise and strategic plans.
  • Demonstrates alignment with our core values, vision and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader.

Basic Qualifications:

  • Bachelor's degree in accounting or business-related field.
  • CPA license in one's principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader).
  • Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals.
  • Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation.
  • Familiar with multi-state taxation.
  • Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectations.

Estimated Salary: $137,700 - $276,700

Benefits:

  • We offer a competitive benefits and compensation package for all our people.
  • We prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing.
  • We have a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off.
  • We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.

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