Overview
A professional services firm is seeking a Director to join their Private Client Services (PCS) team within the Los Angeles practice. This is a remote position, though occasional presence at an office may be required for client work, team meetings, or training sessions.
Responsibilities
- Review complex gift, estate, and fiduciary income tax returns
- Review fiduciary accountings for trusts and estates
- Provide tax planning and consulting services to high net worth clients regarding estate and individual income taxes
- Read and summarize estate planning documents and provide guidance on federal and state income and death tax treatment
- Research and consult on estate, gift, and trust-related issues, including trustee and beneficiary matters, tax impacts of estate administration, and generation-skipping tax issues
- Generate business opportunities within existing clients and pursue new clients
- Prepare and present technical training to specialty groups and the core tax department
- Manage all aspects of client relationships
- Lead and manage a team of professionals to complete engagements from start to finish
Requirements
- Bachelor's degree in Accounting; Master's degree in Tax is a plus
- CPA or JD certification required
- Minimum of 8 years of progressive tax experience with trusts, estates, and high net worth clients
- At least 5 years of supervisory experience, preferably in a public accounting firm
- Strong tax research skills
- Ability to lead, manage, and develop staff in a collaborative team environment
- Excellent verbal and written communication and presentation skills
Compensation & Benefits
- Salary range in California: $225,000 - $325,000, determined by location, qualifications, experience, skills, and competencies
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to extensive learning and development platforms
Location
- Remote position with the requirement to be located within the United States
- May require occasional presence at the Los Angeles office or other locations as needed
Equal Opportunity
The employer is committed to building a diverse, equitable, and inclusive workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, veteran status, or disability status. Reasonable accommodations are available for individuals with disabilities during the recruitment process.