A long-standing finance and tax consulting firm is seeking a Senior Tax Director to lead and direct the efforts of a team of tax professionals dedicated to providing services to individual tax clients with primary focus on the ultra-high net-worth and related accounts.
Responsibilities:
Supervising, mentoring, and developing junior managers and tax staff in all matters including the day-to-day delivery of tax services to our clients.
With a vision for growth, developing and executing strategy for achievement of practice expansion in the Ultra-High Net Worth (UHNW) space, and continued development of external relationships (professional groups, attorneys, investment advisors, insurance advisors, private bankers, etc.
Establishing meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients’ various requests.
Working with colleagues as well as outside tax advisors and counsel to deliver integrated advisory services.
Staying current and ahead of cutting-edge tax-related developments, legislative and regulatory changes on the domestic front.
Serving as advocate on behalf of the clients regarding federal, state and local tax issues.
Representing clients before tax authorities.
Overseeing the timely and accurate preparation and filing of individual, fiduciary and gift tax returns for high-net-worth individuals and their affiliated entities.
Analyzing all significant transactions/acquisitions, JVs and alliances for the purpose of developing and recommending cost-effective individual tax structures (provide creative input regarding structure and assist in negotiations).
Providing analyses of financial, gift, estate, and income tax issues of ultra-high net worth individuals and families.
Overseeing the research and interpretation of the Internal Revenue Code and various State Tax Codes.
Managing ad hoc projects with complex tax and cash flow related analysis.
Qualifications:
CPA with M.S. in Tax preferred, or JD with LLM in Tax desirable.
At least 20 years of extensive experience working with ultra-high net worth individuals in a tax and/or family office environment.
Notable tax consulting and compliance experience; in-depth familiarity with tax research techniques and resources.
Excellent client service approach, strong consultative skills and a service mind-set while delivering advice as more than a tax adviser.
Must possess strong organizational and analytical skills, general/broad knowledge of economic business conditions and ability to work on multiple projects at once.
Strong interpersonal and communication skills, both oral and written, with an ability to prepare detailed planning memoranda as well as to provide simple explanations to clients (e.g., non-tax specialists).
Self-starter with the ability to excel in a fast-paced, high-energy, high-touch environment.
Strategic and tactical thinker with vision and foresight to conceptualize innovative approaches and technical prowess to execute same.
Familiarity with partnerships and other flow-through entities.
Ability to develop, mentor and grow professional staff.
Like what you just read and think its worth sharing? Sharing is caring.
