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Tax Director
2 months ago
As a key member of our Private Wealth Services team, you will lead the production of primary and secondary reviews of complex tax returns, providing income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients. You will collaborate with the Private Wealth Services Tax team to make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality, and client service.
Your Key Responsibilities- Provide tax planning and consulting to our firm's high net worth clients for estate, wills, and trusts taxation, and individual income taxes.
- Interact closely with clients' other advisers, such as attorneys and financial asset managers.
- Attract and mentor talented professionals.
- Oversee the efforts of multiple client services teams on client engagements.
- Develop and maintain new business and client relationships.
- Manage, develop, train, and mentor staff on tax projects.
- Research and consult on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas.
- Respond to inquiries from the IRS and other tax authorities.
- Maintain active communication with clients to manage expectations and enhance client relationships.
- Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required.
- Minimum ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of industry and public accounting experience.
- Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies.
- Excellent analytical, technical, and tax accounting/technology skills.
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
- Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
- Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
