About this role

Provide compliance and consulting services to high-net-worth individuals and families
Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
Lead multiple engagements delivering proactive tax planning and strategic consulting
Advise on business succession planning
Build technical competence by keeping up-to-date on trends
Assist with client engagement staffing, billings/collections, and ensure profitability targets are met
Build relationships with clients
Invest in professional development and support team members' growth

An undergraduate degree in Accounting or related field required
CPA, EA, JD/LLM required
Eight (8) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses
Five (5)+ years’ of supervisory experience
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning
Eligibility to work in the U.S., without sponsorship, highly preferred.

Private Wealth Tax Director

Key skills