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Years of Experience
Date Last Verified
Tax Personal Financial Services Director The candidate should have Bachelor's degree in Accounting. CPA, Enrolled Agent or Member of the Bar. Should have 8+ years of experience. Extensive 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. Thorough 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. Thorough 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.
Req ID: 94877BR
Company infoHiring Coordinator