Tax Director, Private Client Advisors

About the role

Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment. Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines. Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge. Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations. Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resources. Keep current with tax law changes and provide updates and training to the firm’s tax practice members.

Responsibilities

• Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.
• Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment.
• Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors.
• Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines.
• Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge.
• Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations.
• Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resources.
• Keep current with tax law changes and provide updates and training to the firm’s tax practice members.

Requirements

• Bachelor's Degree in Accounting, Tax, Finance, or related discipline
• Qualified to practice before the IRS (i.e., JD, CPA, or EA)
• Minimum of 8 years' experience in public accounting in taxation or equivalent experience
• Minimum of 4 years in a managerial role involving clients and team members
• Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax
• Possess a strong knowledge of accounting theory and federal, state and local tax laws
• Flexibility to work from home while collaborating in person half the time.

Preferred Qualifications

• Master’s Degree in Accounting or Taxation

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays