Tax Director

4 weeks ago


Tampa, Florida, United States Jobot Full time
Job Summary

We are seeking a seasoned Tax Director to join our prestigious finance team. As a Tax Director - High Net Worth (Partner Path), you will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients.

Key Responsibilities
  • Provide comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.
  • Oversee all aspects of tax compliance, including the preparation and review of tax returns and projections.
  • Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
  • Stay abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.
  • Build and maintain strong relationships with clients, understanding their unique needs, and providing exceptional customer service.
  • Collaborate with partners and other team members to ensure a coordinated and integrated approach to client service.
  • Provide thought leadership and contribute to the firm's growth and development by identifying new business opportunities and participating in marketing initiatives.
Requirements
  • A bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred.
  • A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm.
  • In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
  • Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
  • A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
  • A commitment to delivering exceptional client service and contributing to the firm's growth and success.


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