Private Wealth Services Tax Managing Director
Private Wealth Services Tax Managing Director
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Salary Not Disclosed
1 Vacancy
Job Description
As the Private Wealth Services Tax Managing Director youll lead all aspects of client relationships including matters related to tax reporting across a variety of jurisdictions identification of tax consulting opportunities to drive value for clients and developing a team of tax professionals to deliver tax services to clients associated with the Private Wealth Services practice. Our services include complex tax returns preparation estate and gift tax planning strategies for your high net worth closely held business and family business clients. Youll collaborate with other tax and firm professionals to bring tax savings opportunities and other value added opportunities to your clients. Additionally you will be active in the local community to provide new client growth opportunities for you your team and the firm. From day one youll 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 firms 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 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:
- Bachelors 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 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
Required Experience:
Director
Employment Type
Full-Time
