Job Title: Asset & Wealth Management Tax Director
Job Responsibilities:
- Define strategic direction for the Default team, setting clear objectives and goals to guide team efforts.
- Lead initiatives in business development and client relations, identifying opportunities for growth and fostering strong client relationships.
- Oversee multiple projects simultaneously, ensuring exceptional delivery and adherence to timelines and quality standards.
- Build and maintain executive-level client relationships, acting as a trusted advisor and point of contact for high-level discussions and negotiations.
- Mentor and guide the next generation of leaders, providing coaching and development opportunities to team members.
- Advocate for digitization and automation in tax advisory, promoting the use of technology to enhance efficiencies and service delivery.
- Adhere to professional and technical standards, ensuring compliance with all relevant regulations and guidelines.
- Foster a collaborative environment where technology thrives, encouraging teamwork and innovation to achieve common goals.
Education and Experience Information:
- Bachelor's Degree is a mandatory requirement for this role.
- A minimum of 6 years of experience in relevant fields is required.
- CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify candidates for this opportunity.
- A Master's Degree in Accounting or Taxation is preferred, highlighting advanced knowledge in these areas.
- Proficiency in managing tax compliance for various business entities, ensuring adherence to relevant tax laws and regulations.
- Proficiency in fiduciary income tax returns and compliance, showcasing expertise in handling complex tax matters.
- Collaboration with tax practitioners and business managers, emphasizing teamwork and communication skills.
- Skilled in preparing and reviewing thorough tax returns, ensuring accuracy and compliance with standards.
- Written and verbal business communication skills, essential for effective interaction with clients and team members.
- Proficiency in problem-solving and creative solutions, demonstrating the ability to address complex tax issues.
- Leadership in generating new business and proposal writing, highlighting skills in business development and strategic planning.
- Proficiency in automation and digitization in tax services, emphasizing the importance of technology in modern tax advisory.
Salary Information:
The salary range for the Asset & Wealth Management Tax Director position is $140,900 to $434,000, with eligibility for an annual discretionary bonus. The actual compensation within this range will depend upon the individual's skills, experience, qualifications, location, and applicable employment laws. In addition to competitive salaries, the company offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
Additional Information:
This position is part of the company's Financial Services Tax practice within Corporate Tax services, providing opportunities to help clients meet tax obligations while managing the impact on their business. The role involves advising clients on local and overseas tax affairs, acting as a strategic consultant, and helping organizations understand the pricing implications of goods and services between related parties. The team navigates the frequently changing and complex national and international tax environment, addressing challenges related to stringent capital requirements, operational tax risks, and tax implications of investing in different jurisdictions. The company is committed to fostering a purpose-led and values-driven leadership culture, supported by the **Members Only** Professional global leadership development framework. This framework provides a single set of expectations across lines, geographies, and career paths, offering transparency on the skills needed for success and career progression. The company is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran, marital, or citizenship status, or any other status protected by law.
