Tax Director - Private Client Services

About the role

Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. They conduct secondary review of and have ultimate responsibility for complex income tax returns, including federal and multi-state filings. This can include:

• Individual & Trust Returns
• Understanding and / or experience in preparing partnership returns
• Understanding and / or experience in preparing S corporation returns
• Estate returns

Maintain active communication with clients to manage expectations, ensure excellent client service, ensure deadlines are met, and lead change efforts effectively.

Responsibilities

Manage, develop, train, and mentor Associates, Senior Associates, and Managers, and assess performance for engagement reviews.

Take ownership in the day-to-day of the Office, including people engagement, scheduling and resource management, productivity, accountability, etc.

Participate in and help lead local office and firm-wide initiatives.

Plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; design and implement tax-planning strategies for clients and manage to budget.

Receive formal PCS and on-the-job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.

Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.) collaboratively and independently.

Responsible for practice development and asset management.

Prepare project billing and focus on firm profitability.

Requirements

• At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience;
• Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred);
• Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA);
• Demonstrated project management experience with strong organization skills and multi-tasking abilities;
• Strong technical knowledge of complex Private Client related tax issues;
• Proven leadership and strong interpersonal skills;
• Excellent communication skills, both written and verbal;
• Proven high integrity and care to do the right thing;
• Excellent problem solving and analytical skills;
• and Proficient use of technology.