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Director - Tax and Consulting Services
2 months ago
About Eide Bailly
Eide Bailly is a professional services firm that values respect, collaboration, and innovation. Our culture focuses on career growth, work-life balance, and community involvement. We prioritize service and offer a professional and fun work environment with opportunities for growth and development.
Job Summary
We are seeking a seasoned professional to lead our Signature Client Solutions Group. The ideal candidate will have extensive experience in managing relationships with high-net-worth individuals, families, and family offices. They will be responsible for establishing, leading, and managing a dynamic team in providing comprehensive tax and consulting services to our high-net-worth clientele.
Key Responsibilities
- Develop and maintain relationships with high-net-worth individuals, families, and family offices, serving as the primary point of contact for their tax and consulting needs.
- Lead compliance and consulting services for clients, including technical review of complex tax returns, proactive tax planning, and strategic consulting on issues such as estate planning and business succession.
- Manage multiple client engagement teams, ensuring high-quality service delivery and client satisfaction.
- Establish growth principles, process improvements, and institutional knowledge within the Signature Client Solutions Group.
- Oversee client engagement staffing, billings/collections, and ensure profitability targets are met.
- Utilize entrepreneurial skills to network and build strong relationships internally and externally to acquire new clients, projects, and revenue.
- Stay up to date on industry trends, developments, and technical authorities, applying them to complex client situations.
Requirements
- Years of experience in Professional Services, with specific expertise in working with high-net-worth individuals and families.
- Strong conflict negotiation skills and the ability to handle high-pressure situations.
- Proven business development and revenue growth experience.
- Deadline-driven and willing to be on-call at short notice.
- Proven track record in developing and growing high net worth/family business office groups.
- Experience hiring, managing, and growing high-performing teams.
- Willing to travel extensively (25-75% depending on client demand).
- Licensed CPA or JD/LLM with an undergraduate degree in Accounting or Law.
- Extensive public accounting firm experience, with gift, estate, and trust return experience preferred.
What We Offer
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Salary Range: $250,000-$500,000. Beyond base salary, Eide Bailly provides benefits to our Partners such as annual bonuses, unlimited paid time off, 401(k) profit sharing, and a paid sabbatical every 5 years.
