Job Title: Tax Partner, National Leader High Net Worth
Job Responsibilities:
Business Development:
- Responsible for the strategy and growth of the company's services to High Net Worth clients, which includes identifying market trends, anticipating opportunities, and developing go-to-market strategies and plans.
- Build strong relationships and interact regularly with clients, internal client partners, up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders. The goal is to coordinate and align skills with market trends and drive strategic technical leadership hires.
- Establish sales and revenue goals and actively manage a strategic business plan and opportunity pipeline to ensure these goals are met.
Client Experience:
- Serve and build relationships with clients, monitoring client service and value proposition. Act as a trusted advisor to ensure the company provides quality work, open communication, sound advice, and proactive service.
- Develop a comprehensive approach to meet the needs of High Net Worth clients. This includes leadership around High Net Worth infrastructure with a focus on scaling the practice and demonstrating intellectual curiosity to ensure client needs are met.
- Continuously assess each client’s needs as their goals and objectives evolve, adapting client service and strategies accordingly.
Leadership, Mentorship & Staff Development:
- Respect and celebrate the value of the stories, backgrounds, perspectives, and ideas of each team member. Build meaningful relationships with all interactions.
- Be growth-oriented and work toward building a leveraged model when appropriate.
- Provide mentoring and motivation to the team, including developing young leaders through active contribution to training and development.
- Exhibit forward-thinking, innovation, and deliver an exceptional work product.
Technical:
- Perform partner-level compliance review and tax return supervision.
- Serve as a professional role model in the role of tax advisor to many of the company's most valued clients.
- Serve as a go-to resource for technical questions or knowledge.
Education and Experience Information:
Required:
- Bachelor’s degree; CPA or JD.
- 12+ years of progressive experience within tax, preferably in a public accounting firm, including leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives.
- 3+ years of Partner level or equivalent experience.
- In-depth knowledge and a concentration in High Net Worth Tax.
Salary Information:
- The text does not provide specific salary information.
Company Information:
- At the company, foundational principles emphasize an inclusive, growth-oriented culture that fuels success for the company, clients, and employees.
- The company champions diversity, equity, and inclusion by embracing the unique stories, backgrounds, perspectives, and ideas that come from its people.
- Offers a comprehensive and competitive Total Rewards package, including benefits that best suit employees' needs, time off beyond standard PTO for community engagement, annual discretionary merit increases and bonuses, and talent development resources.
Equal Opportunity Statement:
- The company is an equal opportunity employer and values diversity of thought and background to build an inclusive and energized culture and better meet the needs of its clients.
