Tax Director
1 week ago
Job Summary:
We are seeking an experienced Tax Director to lead our Private Wealth Services team. As a key member of our firm, you will oversee the production of primary and secondary reviews of complex tax returns, providing income, estate, and gift tax planning strategies for high net worth clients.
About the Role:
- Lead the team's production of primary and secondary reviews of complex tax returns
- Provide income, estate, and gift tax planning strategies for high net worth clients
- Collaborate with the Private Wealth Services Tax team to make recommendations on return preparation and tax savings opportunities
- Focus on accuracy, quality, and client service
Responsibilities:
- Provide tax planning and consulting to high net worth clients for estate, wills, and trusts taxation, and individual income taxes
- Interact closely with clients' other advisers, such as attorneys and financial asset managers
- Attract and mentor talented professionals
- Oversee multiple client services teams on client engagements
- Plan, execute, direct, and complete tax projects in various industries
- Develop and maintain new business and client relationships
- Manage, develop, train, and mentor staff on tax projects and assess performance
- Research and consult on various tax matters
- Respond to inquiries from the IRS and other tax authorities
- Maintain active communication with clients to manage expectations and enhance client relationships
Requirements:
- Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required
- Minimum ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area
- Experience in dealing with family units with $25 million and above in net worth
- Proven track record of implementation of tax strategies
- Excellent analytical, technical, and tax accounting/technology skills
- Exceptional client service and communication skills
- Strong leadership, business development, recruiting, training, coaching, and mentoring skills
Compensation and Benefits:
The estimated salary for this position is $175,000 - $225,000 per year, depending on experience. The firm offers a comprehensive benefits package, including health insurance, retirement plan, and paid time off.
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