Job Title: Tax Director - Personal Financial Services
Job Responsibilities:
A career in the Personal Financial Service practice within the Private department offers an opportunity to assist private companies with various business advisory needs such as audit, tax compliance, and planning to enhance their operational efficiency. The role involves experiencing the entire business life cycle of a private company from inception to growth, maturity, and transition. The team helps clients develop, design, and implement plans to achieve personal wealth goals and ensure maintenance for future generations. Responsibilities include:
- Supporting the team to disrupt, improve, and evolve ways of working when necessary.
- Arranging and sponsoring appropriate assignments and experiences to help people realize their potential and support long-term aspirations.
- Identifying gaps in the market and spotting opportunities to create value propositions.
- Looking for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
- Creating an environment where people and technology thrive together to accomplish more than they could apart.
- Promoting and encouraging others to value difference when working in diverse teams.
- Driving and taking ownership for developing connections that help deliver what is best for people and stakeholders.
- Influencing and facilitating the creation of long-term relationships that add value to the company.
- Upholding the company's code of ethics and business conduct.
Education and Experience Information:
Basic Qualifications:
- Minimum Degree Required: Bachelor Degree
- Required Fields of Study: Accounting
- Minimum Years of Experience: 8 years
Certification(s) Required:
- CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify for this opportunity.
Preferred Qualifications:
- Demonstrates thought leader-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals in areas such as financial planning, wealth transfer planning, and business succession planning or trust and estate work.
- Possesses comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance.
- Demonstrates experience in identifying and addressing client needs, developing and sustaining deep client relationships.
- Leads as a business advisor, developing new relationships, making introductions to sell new services with a "One Firm" service mindset.
- Leads teams to generate a vision, establish direction, and motivate members, creating an atmosphere of trust, leveraging diverse views, coaching staff, and encouraging improvement and innovation.
- Innovates through new and existing technologies, experimenting with digitization solutions.
- Works with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.
- Utilizes digitization tools to reduce hours and optimize engagements.
- Advances pricing strategy through the use of pricing tools and influences a shift to alternative fee arrangements.
Salary Information:
The salary range for this position is $140,900 - $434,000, plus individuals may be eligible for an annual discretionary bonus. Actual compensation within the range will depend upon the individual's skills, experience, qualifications, and location, as well as applicable employment laws. The company offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
Additional Information:
The company is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran, marital, or citizenship status, or any other status protected by law. For applicants impacted by specific fair chance ordinances, arrest or conviction records will be considered for employment in accordance with applicable laws. The company recognizes that conviction records may have a direct and adverse relationship to responsibilities such as accessing sensitive information and handling proprietary assets. Applications will be accepted until the position is filled or the posting is removed.
