Bachelor's degree in Accounting, Finance, or related field; CPA or other relevant certifications preferred.
8 years of experience in public accounting or related field.
6 years of supervisory experience.
Must have active CPA or equivalent certification.
Exceptional communication and presentation skills.
Proficient use of applicable technology.
Responsibilities
Serve as the primary point of contact for high-net-worth clients.
Build and maintain strong client relationships to understand financial goals.
Develop and implement comprehensive tax strategies for clients.
Ensure compliance with tax laws and maximize efficiency through strategic advice.
Manage a team of tax professionals, providing mentorship and oversight.
Review complex tax returns and financial statements for accuracy.
Identify opportunities for business growth in high net worth tax services.
Benefits
Networking opportunities at industry events.
Professional development and mentorship programs.
Flexible work hybrid model.
Support for continuous education and certification fees.
Full Job Description
Job Description
#LI-DE1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Client Management
Serve as the primary point of contact for high-net-worth clients.
Build and maintain strong client relationships, understanding their financial goals and objectives.
Provide personalized tax planning and advisory services tailored to the unique needs of each client.
Tax Planning and Strategy
Develop and implement comprehensive tax strategies for high net worth individuals and families.
Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency.
Advise clients on wealth preservation, estate planning, and other tax-related matters.
Team Leadership
Manage and lead a team of tax professionals, including tax managers, senior tax consultants, and other staff.
Provide guidance, mentorship, and support to team members.
Oversee the workflow and ensure timely and accurate delivery of tax services.
Compliance
Ensure that tax returns, including Personal, fiduciary, foundation, gift and estate as well as related documents are prepared accurately and filed on time.
Navigate the complexities of each of their individual tax strategies, challenges and provide solutions.
Review complex tax returns and financial statements.
Coordinate with other departments to gather necessary information for tax compliance.
Business Development
Identify opportunities to expand the firm's high net worth tax practice.
Participate in business development activities, including networking events and client presentations.
Work with the marketing team to develop promotional materials and strategies.
Risk Management
Assess and mitigate potential risks associated with tax planning and compliance.
Implement internal controls and best practices to ensure high-quality service delivery.
Preferred Qualifications
Bachelor's degree in Accounting, Finance, or related field; CPA or other relevant certifications preferred.
Extensive experience in tax planning and compliance, with a focus on high net worth individuals.
Strong knowledge of tax laws and regulations.
Excellent leadership and interpersonal skills.
Proven ability to manage and develop a team.
Exceptional communication and presentation skills.
Business development and client relationship management experience.
Qualifications
Minimum Qualifications
Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both 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
