Tax Director, Private Client Advisors (Estate, Gift & Trust)

About the role

This position involves performing technical reviews of tax returns for high-net-worth individuals, providing consultation on business and personal transactions, and managing larger and complex engagements.

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.
• Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions.
• 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.
• Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally).
• 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.

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

Pay

$195,700 - $254,400 for Southern California residents
$195,100 - $265,900 for Northern California residents

Schedule

Full-time