Director, Federal Tax (Private Client Services)
Core
Manage tax and consulting services projects for high net worth individuals in individual income tax, wealth transfer, succession planning, and international tax.
Role type
Director, Federal Tax (Private Client Services)
Builds
Highly personalized tax planning solutions and compliance assignments for private companies, owners, and high net worth individuals.
Domain
Professional Services / Federal Tax
Required skills
Tax compliance (1040, 1041, 709, FinCEN 114), Wealth transfer and succession planning, International tax, Project management, Staff supervision and mentoring, Client relationship management, Financial performance management, Business development support
Preferred skills
GoSystems, OneSource, Advanced Excel
Responsibilities
Manage tax and consulting services projects for high net worth individuals; Demonstrate extensive technical skills with tax compliance assignments; Work as part of a multidisciplinary team assisting with tax-planning responsibilities; Identify, research, and provide analysis on complex tax issues; Manage risk, resources, staffing, and financial performance for multiple engagements; Supervise, develop, mentor, and motivate Associates, Senior Associates, and Managers; Regularly support business development efforts.
Seniority
Director, Management Level