Director / Partner - Private Client Services

Confidential Company  •  King Of Prussia, PA

8 - 10 years experience  •  Staffing & Recruiting

$170K - $250K
Posted on 09/26/17 by Yogesh Patel
Confidential Company
King Of Prussia, PA
8 - 10 years experience
Staffing & Recruiting
$170K - $250K
Posted on 09/26/17 Yogesh Patel

Job Title: Director / Partner – Private Client Services

Location: NYC, NY

Position Type: Direct Hire / Full Time

Visa type: USC/GC

Job #: 0114-024

Salary: 175k – 250k

Industry: Public Accounting

 

Responsibilities:

•          Function as clients CFO, becoming the point person for a team of advisors

•          Manage staff in customized services including: tax compliance, record keeping, and bill 

            Payment services

•          Cash Flow Management and Forecasting

•          Fluent in Estate Planning Strategies

•          Knowledge of Philanthropic planning

•          Coordination of Tax Strategies with Investment Advisors

•          Established ability to Develop Business within the Private Client industry

 

Qualifications:

 

•          Bachelor’s degree, J.D., LLM in Accounting/Taxation and/or Master’s in Taxation (MST)

•          MUST have 7-10+ years of experience in tax advisory and compliance services in support of high

Net worth individuals, families, family limited partnerships, private foundations, trusts and estates

•          Understanding of individual and trust & estate tax issues faced by highly affluent families

•          Understanding of personal insurance needs

•          Knowledge base on investment portfolios and related issues

•          Ability to connect to third party industry service providers

•          Strong client service skills

•          Strong Interpersonal skills

•          Highest level of integrity, ethics and professionalism

•          CPA or CFP is a plus

 

 

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