U.S. Private Bank - Tax Strategist - Executive Director

Job Responsibilities

• Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke solutions to address their needs.
• Author or contribute to timely thought leadership to be shared with clients and prospects.
• Participate in and present at internal and external forums to share wealth planning advice that helps our clients better leverage the solutions available to them.
• Work with partners across both the Private Bank and the firm to develop tax-efficient solutions and strategies addressing our clients' changing needs.
• Support clients and internal partners with deep knowledge of legislative, legal, and regulatory issues and changes that affect the structures and strategies high net worth clients often employ.
• Educate internal partners and Private Bank advisors on foundational tax concepts and the tax-efficient investments.
• Build and maintain a strong professional network with external tax and legal advisors who work with our clients and prospects.
• Demonstrate expertise in the tax implications and structuring of a wide range of investment products, including equities, fixed income securities, derivatives, structured notes, private placements, and alternative investments with an emphasis on solutions relevant to high net worth clients.

Qualifications, Capabilities, And Skills

• Bachelor's degree required; JD or CPA 5 years+ of work experience in an analytically demanding role in the financial services industry, preferably in asset or wealth management, or in related, specialized professional services firms.
• Knowledge of investment products, income taxes, transfer taxes and estate planning, as well as related fields of law, for high net worth individuals.
• Ability to work independently and as a team player.
• Hard working with ability to perform under pressure and multitask.
• Strong written and verbal communication skills with impeccable attention to detail.
• Good listening and questioning skills in order to provide strategic advice.
• Microsoft Office suite experience is required.
• Willingness to travel as needed (10%).