**Members Only**, an accounting firm, is seeking an experienced Tax Partner to join their family office/high net worth tax practice. This role provides an opportunity to work with high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices.
Salary Information:
The salary for this position is competitive and will be based on the candidate's qualifications and experience. **Members Only** also offers a comprehensive benefits package for all employees.
Job Title:
Tax Partner - Family Office - High Net Worth
Experience Information:
Candidates should have at least 12 years of continuous public accounting or family office tax experience, with a Bachelor's degree in Accounting and a CPA license or JD. A Master's degree in Taxation or Law would be preferred.
Job Description:
The Tax Partner will be responsible for providing compliance and consulting services to high net worth clients, including personal taxation, trust taxation, estate & gift taxation, charitable taxation, and business taxation. They will also be expected to support financial growth efforts and manage a book of business, as well as plan client engagements, provide tax consulting services, and supervise and review the work of team staff members. Strong communication and client service skills are essential for this role.
Responsibilities:
- Provide compliance and consulting services to high net worth clients
- Manage a book of business and support financial growth efforts
- Plan client engagements and provide tax consulting services
- Supervise and review the work of team staff members
- Develop and maintain outstanding client relationships
- Communicate complex information and tax law effectively
- Support and inspire employees to prioritize their wellbeing
Basic Qualifications:
- Bachelor's degree in Accounting with CPA License or JD
- 12+ years continuous public accounting or family office tax experience
- Strong experience with high net worth clients
- Experience in reviewing tax returns for wealthy families, trusts, and businesses
- Ability to support financial growth efforts and manage a book of business
- Strong verbal and written communication skills
- Exceptional client service skills
Preferred Qualifications:
- Master's Degree in Taxation or Law Degree
- Experience working for a Big 4 or large national, regional or local accounting firm
- Experience working with Private Foundations
- Exposure to reporting and filings related to foreign assets, investments and holdings
- Proven ability to develop new business relationships and expand services to existing clients
Benefits:
**Members Only** offers a competitive benefits and compensation package for all their employees. This includes a generous time off policy, wellbeing days, and flexibility in scheduling. They also prioritize employee wellbeing by providing personalized, holistic programming for physical, emotional, financial, and community wellbeing.
Affirmative Action and Equal Employment Opportunity:
**Members Only** is proud to be an Affirmative Action and Equal Employment Opportunity employer. They are committed to providing equal opportunity and reasonable accommodation for people with disabilities. Accommodations for applicants with disabilities can be requested during the recruitment process and/or employment/partnership. **Members Only** does not tolerate discrimination and/or harassment based on race, color, creed, religion, sex, gender, sexual orientation, HIV status, national origin, ancestry, familial or marital status, age, physical or mental disability, citizenship, political affiliation, medical condition, domestic violence victim status, pre-disposing genetic characteristics, or any other characteristic protected under applicable federal, state, or local law.
