Attorney in Cincinnati, OH

In-House

Cincinnati, OH

Attorney in Cincinnati, OH

Non-practicing Attorney

Min 8 yrs required

No

Job Title: Tax Director - Personal Financial Services

Job Responsibilities:
As a Tax Director in the Personal Financial Services practice, you will play a critical role in assisting private companies with a variety of business advisory needs, including audit, tax compliance, and planning. Your responsibilities will involve helping clients improve operational efficiency and focusing on business strategy. You will work with high net worth individuals and private wealth management structures to address advisory needs such as tax compliance and personal wealth strategy. Key responsibilities include:

- Support the team in disrupting, improving, and evolving ways of working when necessary.
- Arrange and sponsor assignments and experiences that help people realize their potential and support their long-term aspirations.
- Identify market gaps and spot opportunities to create value propositions.
- Scale efficiencies and new ways of working across multiple projects and environments.
- Create an environment where people and technology thrive together.
- Promote and encourage valuing differences when working in diverse teams.
- Drive and take ownership of developing connections that deliver the best for people and stakeholders.
- Influence and facilitate the creation of long-term relationships that add value to the company.
- Uphold the company's code of ethics and business conduct.

Education and Experience Information:

Basic Qualifications:
- Minimum Degree Required: Bachelor Degree
- Required Fields of Study: Accounting
- Minimum Years of Experience: 8 years
- Certification(s) Required: CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify for this opportunity.

Preferred Qualifications:
- Demonstrates thought leader-level abilities and/or proven record of success as a team leader and consultant with high net worth individuals in areas such as financial planning, wealth transfer planning, business succession planning, or trust and estate work.
- Comprehensive technical skills with Form 1040 for high net worth individuals and Form K1 production and compliance.
- Considerable experience in identifying and addressing client needs, developing and sustaining deep client relationships.
- Leading as a business advisor, including developing new relationships, selling new services with a "One Firm" service mindset.
- Leading teams to generate a vision, establish direction, and motivate members to create an atmosphere of trust, leverage diverse views, and encourage improvement and innovation.
- Innovating through new and existing technologies and experimenting with digitization solutions.
- Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.
- Utilizing digitization tools to reduce hours and optimize engagements.
- Advancing pricing strategy through the use of pricing tools and influencing a shift to alternative fee arrangements.

Salary Information:
The salary range for this position is $140,900 - $434,000, with eligibility for an annual discretionary bonus. The actual compensation within this range will depend on the individual's skills, experience, qualifications, location, and applicable employment laws. The company offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.