Attorney in Boca Raton, FL

In-House

Boca Raton, FL

Attorney in Boca Raton, FL

Non-practicing Attorney

Min 9 yrs required

No

Job Title: Tax Director Private Client

Job Responsibilities:

- Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.
- Develop, build, and manage client relationships, actively participating in the proposal process.
- Engage in networking activities to expand business opportunities and client relationships.
- Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges.
- Assist in managing, developing, and coaching professional tax staff.
- Review and manage projects prepared by tax associates and seniors, ensuring quality and accuracy.
- Effectively delegate responsibilities to others and monitor the efforts of engagement teams.
- Utilize technology tools proficiently in regular assignments and demonstrate a commitment to improving work processes through technology.
- Conduct research on complex tax issues, apply findings to projects, and clearly communicate those findings in writing.

Education and Experience Information:

- A minimum of 9 years of related experience in public accounting, law firm, or trust department.
- Bachelor or graduate degree in accounting, finance, or a related field is required.
- CPA license or . degree and bar admission is necessary.
- Experience managing multiple client engagements is essential.

Salary Information:

The text does not provide specific salary information for the Tax Director position.

Company Overview:

Company's Private Client tax advisors offer sophisticated tax compliance, consulting, and planning services to a diverse range of clients, including individuals, multi-generational families, fiduciaries, and more. The company is known for its deep understanding of clients' industries and delivers tailored solutions through professionals who listen, understand, and consult with purpose to deliver value. With a legacy spanning more than 100 years, the company is committed to providing a different perspective and an unmatched client experience, respecting and reflecting the diverse perspectives, knowledge, and local understanding of its people and clients.