As the Private Wealth Services Tax Director, you’ll lead the team’s production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed.
From day one, you’ll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.
Your day-to-day may include:
- Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and financial asset managers.
- Attract and mentor talented professionals.
- Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget.
- Develop and maintain new business and client relationships, both with existing Firm clients and new clients.
- Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
- Research and consult on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters.
- Respond to inquiries from the IRS and other tax authorities.
- Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships.
- Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients.
- Other duties as assigned.
You have the following technical skills and qualifications:
- 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 in public accounting or a combination of industry and public accounting experience.
- Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies.
- Excellent analytical, technical, and tax accounting/technology skills.
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
- Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
- Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
- Can travel as needed.
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