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Director Tax PFS The candidate will serve as a trusted advisor, providing guidance on the wide array of tax matters faced by the individual high net worth clients. Must have a Bachelor's degree in Accounting. Should have 8+ years of experience. Possession of CPA, Enrolled Agent or Member of the Bar is required. Should have 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 is needed. 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.
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