Job Title: Tax Director Private Client
Job Responsibilities:
- Providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations, ensuring sophisticated tax planning and effective compliance.
- Developing, building, and managing client relationships, particularly during the proposal process, to ensure client satisfaction and engagement.
- Participating in networking activities to expand business opportunities and strengthen client relationships, thereby enhancing the firm's market presence.
- Maintaining functional expertise and a deep understanding of clients' business or family structures to address their concerns and challenges effectively.
- Assisting in managing, developing, and coaching professional tax staff, fostering a collaborative and high-performing team environment.
- Reviewing and managing projects prepared by tax associates and seniors, ensuring accuracy and compliance with legal requirements.
- Effectively delegating responsibilities to others and monitoring the efforts of engagement teams to ensure successful project outcomes.
- Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through technology.
- Conducting research on complex tax issues, applying findings to projects, and clearly communicating those findings in writing to stakeholders.
Education and Experience Information:
- A minimum of 9 years of related experience in public accounting, law firm, or trust department, showcasing a strong background in tax compliance and advisory services.
- Bachelor or graduate degree in accounting, finance, or a related field, providing a solid educational foundation for tax-related responsibilities.
- Possession of a CPA license or . degree and bar admission, indicating a high level of professional qualification and expertise.
- Experience in managing multiple client engagements, highlighting the ability to handle diverse client needs and projects efficiently.
Salary Information:
The text does not provide specific salary information for the Tax Director position.
Company Description:
With a legacy spanning more than 100 years, the company is committed to providing a different perspective and an unmatched client experience that feels right, personal, and natural. The company respects and reflects the range of perspectives, knowledge, and local understanding of its people and clients. The company takes the time to listen to deliver consistent audit and assurance, tax, advisory, and consulting services worldwide. It nurtures a deep understanding of clients' industries, delivering greater insight, deeper specialization, and tailored solutions through people who listen to understand, are responsive, and consult with purpose to deliver value.
