HNW Tax Director Lead
1 day ago
Overview
We are seeking a highly skilled Tax Director to join our dynamic Public Accounting team. This role offers a unique opportunity to work with high-net-worth individuals, families, trusts, estates, and privately held businesses.
The successful candidate will be responsible for providing tax planning services, managing client relationships, and enhancing the firm's reputation by delivering exceptional service.
Responsibilities
- Provide innovative tax planning strategies and compliance expertise to clients.
- Supervise and review federal and state income tax returns, collaborating with team members on client engagements.
- Research tax laws and formulate tax strategies to optimize clients' financial situations.
- Work closely with partners and staff on client management, practice development, and business development activities.
- Provide leadership, counseling, career guidance, and performance feedback to staff.
- Maintain up-to-date knowledge of industry trends and changes in tax legislation affecting clients.
Requirements
- A Bachelor's degree in Accounting, Finance, or a related field.
- Minimum 10 years of progressive experience in public accounting or a family office dealing with high-net-worth clients.
- In-depth understanding of tax laws, principles, and procedures, particularly those applying to high-net-worth individuals and entities.
- Strong analytical, problem-solving, and project management skills.
Estimated Salary: $120,000 - $180,000 per year, depending on experience.
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