Attorney in Tampa, FL

In-House

Tampa, FL

Attorney in Tampa, FL

Non-practicing Attorney

Min 12 yrs required

No

Job Title:
Tax Partner - Family Office - High Net Worth

Job Responsibilities:
The Tax Partner role involves joining a high-performing practice focused on providing compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices. The responsibilities include:

- Providing tax consulting for family office/high net worth clients.
- Diagnosing, developing, and implementing solutions to clients' tax needs.
- Developing and pursuing creative approaches to resolve client issues with firm support.
- Reviewing tax returns for wealthy family members, their trusts, investment entities, and private businesses.
- Managing a book of business and supporting financial growth efforts.
- Planning client engagements, providing tax consulting services, managing compliance projects.
- Supervising and reviewing the work of team staff members.
- Working closely with clients as well as internal managers and partners.
- Articulating complex information and tax laws effectively.
- Developing and maintaining outstanding client relationships.

Education and Experience Information:
- Bachelor's degree in Accounting with CPA License or JD required.
- 12+ years of continuous public accounting or family office tax experience.
- Strong experience with high net worth clients, including personal, trust, estate & gift, and charitable taxation.
- Exposure to flow-through entities, partnership taxation, and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers.
- Experience working with Private Foundations and exposure to reporting and filings related to foreign assets, investments, and holdings is preferred.
- Master's Degree in Taxation or Law Degree preferred.
- Experience working for a Big 4 or large national, regional, or local accounting firm is preferred.
- Proven ability to develop new business relationships and expand services to existing clients.

Salary Information:
The document does not provide specific salary information. However, it mentions that the company offers a competitive benefits and compensation package, and flexibility in scheduling to balance personal and professional demands. Additional details regarding benefits can be found on the company's website.

Legal Terminology and Important Information:
- All applicants will receive consideration for employment without discrimination or harassment based on legally protected characteristics.
- Accommodation for applicants with disabilities is available upon request during the recruitment process and/or employment/partnership.
- The company is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
- The company will consider qualified applicants with arrest or conviction records in accordance with applicable laws, such as the California Fair Chance Act and other local fair chance ordinances.
- For more details on the company's background check process and related job duties, applicants are directed to the company's resources.