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Tax Partner The candidate will help lead and manage our growth, identify and seize new business opportunities, supervise staff and work closely with other Partners, clients and family offices. Bachelor's degree is needed. CPA License or JD degree is required. Should have 12+ years continuous public accounting or family office experience. Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State and Local income (SALT)/Franchise tax for multi-state filers) is needed. Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus. Must be able to support financial growth efforts and manage a book of business. Master's Degree in Taxation or Law Degree is preferred. Should have 10+ years experience in dealing with high net worth clients. Must have 5+ years of managerial experience. Experience working for a Big 4 or large national, regional or local accounting firm is preferred. Experience working with Private Foundations is preferred. Should preferably have exposure to reporting and filings related to foreign assets, investments and holdings. Proficiency in Microsoft Office applications are required. Experience with tax preparation software required - ProFx, BNA Income Tax Planner, and Go Systems is desired. Experience with research tools required - RIA Checkpoint and CCH is desired. Ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners is needed. Strong verbal and written communication skills with the ability to articulate complex information and tax law is needed. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships is needed. Must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs.
Req #: RSM325
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