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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Tax - General
Min 8 yrs required
Personal Financial Services Tax Director Duties: Serve as a trusted advisor, providing guidance on the wide array of tax matters faced by our individual high net worth clients. Provide tax compliance, tax consulting, financial planning and other wealth enhancement services to high net worth individuals and their families across the US and internationally.
Qualification and Experience
Requirements: Bachelor's degree in Accounting. CPA, Enrolled Agent or Member of the Bar. 8+ Years of Experience. Preferred: Knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work. Extensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance. Experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection. Experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation.
Auto Req. ID: 78026BR
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