This Sr. Tax Dir. / Partner Position:
Our client, a premier boutique Business Management Firm seeks a Tax
Director to join their team. The tax team is composed of talented
professionals with considerable experience dealing with high net
worth families and individuals. Firm is seeking a partner in the
Tax Area and offers a strong path to partnership.
Responsibilities: ? The Tax Manager will serve in a direct client
management role. In addition, the candidate will help manage all
aspects of the quality, timeliness and efficiency of client
deliverables, including tax return preparation, tax planning and
Client Management: establish rapport with sophisticated clients to
gain their confidence, gaining an intimate knowledge of their lives
so as to be able to anticipate their needs.
Work with colleagues as well as external advisor's to deliver
integrated advisory services that exceed client expectations.
Tax Planning and Research to interpret the Internal Revenue Code,
various State Tax Codes, Federal Estate and Gift Tax Code, Private
Letter Rulings, Revenue Rulings and Tax Court Cases.
Provide analysis of financial, gift, estate, and income tax issues
of high net worth individuals and families.
Complex transactional planning and structuring Tax Compliance
Oversee preparation of individual, partnership, foundation,
fiduciary and gift tax returns for high net worth individuals and
affiliated entities; possibly prepare or assist in the preparation
of the more complex tax returns. Evaluate and analyze accounting
software for system upgrade. Administration Recruit, train, and
develop tax staff; contribute technical discussions and
administrative initiatives in tax department meetings
Bachelor?s degree in Accounting
CA. CPA is required.
MS in Tax highly preferred.
At least 7 years relevant experience in tax and Business
The firm offers a exceptional compensation and benefits package,
commensurate with skills, abilities.
We are an equal employment opportunity employer and will consider
all qualified candidates without regard to disability or protected