Tax Director, Private Client Services
4 weeks ago
Regal Executive Search is seeking a highly skilled Tax Director to join our Private Client Services team. As a key member of our team, you will be responsible for leading and managing a team of tax professionals, providing expert tax advice to high net worth individuals, trusts, estates, and small businesses.
Key Responsibilities:
- Lead and manage a team of tax professionals, providing guidance and support to ensure the delivery of high-quality tax services.
- Develop and implement tax strategies to minimize tax liabilities and maximize wealth for our clients.
- Provide expert tax advice to high net worth individuals, trusts, estates, and small businesses.
- Manage and supervise the preparation of tax returns, financial statements, and other tax-related documents.
- Develop and maintain relationships with clients, understanding their business needs and providing tailored tax solutions.
- Stay up-to-date with changes in tax laws and regulations, ensuring our clients are compliant and taking advantage of available tax savings opportunities.
Requirements:
- CPA with 5-8 years of experience in public accounting.
- Experience with high net worth individuals, trusts, estates, or small businesses (1040s, 1041s, and 1065s).
- Strong leadership and management skills, with the ability to motivate and develop a team of tax professionals.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to analyze complex tax issues and develop effective solutions.
What We Offer:
- A competitive salary and benefits package.
- The opportunity to work with a dynamic and growing team of tax professionals.
- The chance to develop and implement tax strategies that make a real difference to our clients' businesses and personal finances.
- Ongoing training and development opportunities to ensure you stay up-to-date with the latest tax laws and regulations.
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