Tax Director I Private Client Services

Overview

This Private Client Services (PCS) Tax Practice role specializes in the taxation of gifts, trusts, estates, foundations, closely held entities, and individual returns.

Responsibilities

• Expand revenue of existing clients.
• Provide short-term and long-term business planning; identify business opportunities for the organization in addition to supporting individual practice.
• Recognize business opportunities for clients and for the organization; participate in business development activities including networking, identifying referral opportunities, and assisting with proposal development.
• Manage practice performance against billing, realization, days outstanding, and individual charge hour objectives.
• Meet business development revenue expectations by adding new clients, cross-serving, and fully executing a personal marketing plan (as applicable).
• Serve as a key client contact and trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners.
• Ensure quality control standards are met.
• Work directly with clients and manage staff (as needed).
• Serve as an internal technical advisor/Subject Matter Expert; lead sophisticated tax planning engagements involving:
  • Wealth transfer strategies
  • Estate and gift tax planning
  • Trust structures
  • Charitable giving
  • Family succession planning
• Drive a team environment by demonstrating support of management decisions and building a positive culture.
• Collaborate and build/maintain relationships with attorneys, wealth managers, and other centers of influence.

Requirements

• Bachelor’s degree required.
• 8 years of experience in public accounting or related field.
• 6 years of supervisory experience.
• Active CPA or equivalent certification required.
• Ability to manage deadlines, work on multiple assignments, and prioritize as necessary.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing at all levels of the organization, internally and externally.
• Proven high level of business integrity, client service, and leadership skills.
• Must be able to travel based on client and business needs.

Preferred Qualifications

• Master’s degree preferred in Accounting, Taxation, or related field.
• Prior experience reviewing Forms 1040, 1041, 706, 709, 990 and complex pass-through entity returns.
• Prior experience reviewing alternative investments including private equity and hedge fund K-1s, including knowledge of Section 1061 attributes and foreign reporting.
• Experience with family office structures and closely held businesses preferred.