Senior Vice President of Tax Strategy

1 day ago

South Pasadena, California, United States International Search Consultants Full time
Senior Vice President, Director of Tax

As a key member of our team at International Search Consultants, we are seeking a highly skilled and experienced Senior Vice President, Director of Tax to lead our Tax Department. This is a unique opportunity to join a dynamic team and play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes.

Key Responsibilities:
  • Lead a dedicated team of eight professionals within the Tax Department, collaborating with Client Advisors to deliver insightful tax projections, timely alerts, comprehensive summaries, and strategic advice.
  • Build sophisticated tax models, draft federal and state tax alerts, and prepare detailed tax planning presentations for high-net-worth clients.
  • Develop and implement tax strategies to minimize tax liabilities and maximize wealth for ultra-high-net-worth individuals and families.
  • Stay up-to-date with federal, state, and local tax laws, particularly in relation to trusts, individuals, pass-through entities, and gift and estate taxes.
Requirements:
  • Bachelor's degree from an accredited four-year college or university with a strong academic record.
  • Master's degree in Taxation or a Juris Doctor (JD) is preferred, though not required.
  • CPA certification is mandatory.
  • A minimum of 10 years of relevant experience, ideally with a background in a Big Four accounting firm.
  • Comprehensive knowledge of federal, state, and local tax laws, especially in relation to trusts, individuals, pass-through entities, and gift and estate taxes.
  • Advanced proficiency in Microsoft Excel, PowerPoint, Word, SharePoint, and OneDrive.
  • Familiarity with tax preparation software like CCH and Thomson Reuters.
  • Exceptional writing and verbal communication skills.
Personal Attributes:
  • Excellent interpersonal skills and a strong client service focus.
  • Effective communicator, both verbally and in writing.
  • High integrity and a strong work ethic.
  • A team player with a collaborative spirit.
  • Highly organized with effective time management skills.
  • Meticulous attention to detail.
  • Valid driver's license and ability to travel by air as needed.

If you are passionate about delivering top-tier tax expertise to ultra-high-net-worth clients and thrive in a collaborative, client-focused environment, we invite you to explore this opportunity by applying today.

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