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Tax Partner - Private Client Services - High Net Worth

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Fort Lauderdale, FL

Date Last Verified

Aug 15,2017

Posted on

May 17,2017
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Tax Partner - Private Client Services - High Net Worth The candidate will use expertise in taxation to provide compliance and consulting services to multi-generational wealthy families and their private businesses and/or investment entities. Will also help lead and manage growth, identify and seize new business opportunities, supervise staff and work closely with other Partners, clients and family offices. Bachelor's degree is required. CPA license or J.D. degree is required. Master's degree in Taxation or Law degree would be preferred. Must have 12+ years of continuous public accounting or family office experience. Should also have 10+ years of experience in dealing with high net worth clients with 5+ years of managerial experience. Should have strong experience with private client services (personal taxation, trust taxation, estate and gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers). Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses is needed. Exposure to business returns would be a plus. Must be able to support financial growth efforts and manage a book of business. Experience working for a Big 4 or large national, regional or local accounting firm is preferred. Experience working with private foundations is desired. Exposure to reporting and filings related to foreign assets, investments and holdings is an asset. Experience with tax preparation software required - ProFx, BNA Income Tax Planner, and Go Systems desired. Experience with research tools required - RIA Checkpoint and CCH a plus.

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Ref: SEMC21048

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