Senior Tax Director - West Coast (Hybrid)

Tax

• Partners with UHNW clients to identify their tax goals, analyze their tax landscape and develop recommendations that help them work towards their tax and financial planning objectives.
• Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills.
• Safeguards client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions.
• Reviews and signs individual, gift, trust, corporate and partnership tax returns for UHNW clients.
• Provides insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies.
• Researches and analyzes sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences.
• Ensures clear & concise communication with clients on all matters related to the delivery of tax strategy and income tax returns.
• Works with tax staff to respond to tax notices and review of correspondence.
• Affords assistance with the advancement of technical knowledge and mentorship of less experienced tax team members.

Qualifications

• Minimum 15+ years of public accounting experience, or equivalent tax experience.
• Advanced degree or designation required (e.g., CPA or JD, MS/LLM).
• Advanced tax code knowledge, application and accounting skills.
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.
• Highly organized.
• Ability to communicate concepts to clients and advisors in concise and understandable fashion.
• Must be detail-oriented and have excellent time-management skills.
• Team player, collaborative and able to work in concert with others.
• Client first attitude including a passion for providing an excellent client experience.