High Net Worth Tax Managing Director
Core
Lead a private wealth practice delivering comprehensive tax planning, succession planning, and strategic consulting to high-net-worth individuals, family offices, and private businesses.
Role type
Senior IC tax managing director (practice leader)
Builds
Proactive tax planning and strategic consulting engagements
Domain
Tax and business advisory for private wealth
Required skills
complex individual/partnership/trust/estate/gift tax expertise, business succession planning, technical review of tax returns, client engagement management, business development, mentoring and coaching
Preferred skills
entrepreneurial skills, networking, continuous learning, seeing the big picture
Technologies
N/A
Responsibilities
Lead compliance and consulting services to high-net-worth individuals and private businesses; Perform technical review of complex tax returns; Lead multiple engagements delivering proactive tax planning and strategic consulting; Advise clients on business succession planning; Manage client engagement staffing, billings/collections, and ensure client profitability targets are met; Network and build strong relationships to acquire new clients and revenue; Support the growth and development of team members
Seniority
Senior, hands-on IC with leadership responsibilities