High Net Worth Tax Professional

2 days ago


Cincinnati, Ohio, United States Jobot Full time

We are seeking an exceptional tax professional to join our dynamic team as a High Net Worth Tax Director. This is a unique opportunity to work with a diverse range of clients, including high-net-worth individuals, families, trusts, estates, and privately held businesses.

Job Summary

As a HNW Tax Director, you will be responsible for providing tax planning services, managing and developing relationships with clients, and enhancing the firm's reputation by ensuring clients receive the highest level of service.

Key Responsibilities
  1. Provide innovative tax planning strategies and compliance expertise to clients, while managing and developing client relationships.
  2. Supervise and review high-net-worth federal and state income tax returns, collaborating with other team members on client engagements.
  3. Research tax laws and formulate tax strategies to optimize clients' financial situations.
  4. Work closely with partners and staff on client management, practice development, and business development activities.
  5. Provide leadership, counseling, career guidance, and performance feedback to staff.
  6. Ensure the firm stays updated with the latest industry trends and changes in tax legislation that could impact clients.
Requirements
  1. A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA certification is strongly preferred.
  2. A minimum of 10 years of progressive experience in public accounting or a family office dealing with high-net-worth clients.
  3. An extensive understanding of tax laws, principles, and procedures, particularly those that apply to high-net-worth individuals and entities.
  4. Excellent leadership and team management skills, with the ability to motivate and mentor team members.
  5. Strong analytical, problem-solving, and project management skills.
  6. Exceptional client service along with the ability to develop excellent client relationships.
  7. Excellent written and verbal communication skills.
Why Join Us?

We offer a competitive salary of $180,000 - $200,000 per year, along with premium benefits, schedule flexibility, and opportunities for accelerated partner track advancement.



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