Bachelor's degree in Accounting or Finance required
Active CPA or equivalent certification is mandatory
Minimum 8 years of experience in public accounting or a related field
At least 6 years of supervisory experience
Strong knowledge of tax laws and regulations
Excellent leadership, interpersonal, and communication skills
Proven experience in business development and client relationship management
Responsibilities
Serve as the main point of contact for high-net-worth clients
Build and maintain strong relationships to understand clients' financial goals
Develop and implement tailored tax strategies for individuals and families
Stay updated on tax law changes for compliance and efficiency
Manage and mentor a team of tax professionals
Ensure timely and accurate preparation and filing of various tax returns
Identify expansion opportunities for the tax practice and participate in business development activities
Benefits
Hybrid work environment
Opportunities for professional development and training
Supportive team culture with mentoring
Access to networking events and client presentations
Participation in business development initiatives
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
