Job Title: Tax Director Private Client
Job Responsibilities:
- Provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and private foundations.
- Serve as a trusted advisor and member of various client service teams, possessing significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies, and charitable entities managed by ultra-high net worth clients.
- Participate in client development and team management, conducting research to remain current as a subject matter expert.
- Develop, build, and manage client relationships as part of the proposal process.
- Engage in networking activities to further expand business opportunities and client relationships.
- Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges.
- Assist with managing, developing, and coaching professional tax staff, reviewing, and managing projects prepared by tax associates and seniors.
- Effectively delegate responsibilities to others and monitor the efforts of engagement teams.
- Use technology tools proficiently in regular assignments and demonstrate a commitment to improving work processes through the use of technology.
- Successfully research complex tax issues, apply findings to projects, and clearly communicate those findings in writing.
Education and Experience Information:
- Minimum of 9 years of related experience in public accounting, law firm, or trust department.
- Bachelor or graduate degree in accounting, finance, or a related field.
- CPA license or . degree and bar admission.
- Experience managing multiple client engagements.
Salary Information:
The text does not provide specific salary information.
Additional Information:
Candidates should have a dedication to client service, excellent supervisory and time management skills, and effective communication and listening skills to enhance problem-solving and communication for client, team, and operational performance. Building a community of external advisors for networking is also encouraged. The company has a legacy spanning more than 100 years, committed to providing a different perspective and unmatched client experience by respecting and reflecting the range of perspectives, knowledge, and local understanding of its people and clients. The company aims to deliver consistent audit and assurance, tax, advisory, and consulting services worldwide, nurturing a deep understanding of clients’ industries to deliver greater insight, deeper specialization, and tailored solutions.
