Job Title: Tax Director - Private Client Services
Job Responsibilities:
- Review tax projections, workpapers, and returns, specifically focusing on Federal and State Individual and Fiduciary tax returns.
- Oversee and manage the entire tax return process, including the identification and resolution of tax issues.
- Apply experience with corporation and partnership accounting and tax concepts.
- Mentor, train, and manage staff accountants to meet deadlines and prioritize workloads.
- Effectively manage multiple tax engagements in a team environment and independently.
- Identify potential opportunities for new and/or expanded client services.
- Lead and manage engagements, including budgeting, billing, and engagement economics.
- Adopt a highly proactive approach to serving clients.
Education and Experience Information:
- A Bachelor’s degree in Accounting or an equivalent field is required.
- CPA or JD is required.
- A minimum of 10 years of recent tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience.
- At least 10 years of progressive tax experience providing tax compliance and consulting services for individuals and S-corporations or partnerships.
- A minimum of 6 years of experience working in complex technical tax.
- A Master’s degree in tax or an equivalent field is preferred.
- Experience in acquiring new clients and growing a book of business is desired.
Salary Information:
For candidates in Illinois, the expected salary range for this position is between $180,000 and $250,000. The salary range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Company Overview:
Company is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees worldwide. The firm combines responsiveness with a long-range perspective to help clients address pressing issues and position them for future success. Clients include sophisticated financial institutions, start-ups, global public firms, middle-market companies, high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. The firm also engages with attorneys, financial professionals, bankers, and investors serving these clients.
About the Private Client Services Team:
The Private Client Services Team at Company connects family-owned, closely-held businesses and high net worth individuals with the solutions needed to reach their financial goals. The team operates within a culture of accountability, teamwork, creativity, and genuine care for each other. They provide not only solutions to clients’ problems but also proactive solutions for the future. The team is one of the largest and fastest-growing service lines at the firm, offering employees opportunities for professional growth and development. Working with diverse businesses and industries, the team is known for its entrepreneurial thinking and understanding of clients' unique operational and personal dynamics.
