Senior Director, Federal Tax (Private Client Services)
Core
Senior Director leading Federal Tax services for private companies, owners, and high net worth individuals, focusing on tax planning, compliance, and wealth transfer.
Role type
Senior Director, Federal Tax (Private Client Services)
Builds
Tax compliance processes, personalized tax solutions, and client advisory services for high net worth individuals and private companies.
Domain
Professional Services / Tax / Private Client
Deliverable
client delivery
Required skills
Individual income tax expertise, wealth transfer and succession planning, international tax, tax compliance (partnerships, S-corporations, trusts), complex tax issue analysis, team management, engagement financial performance management, business development, tax law research, mentoring.
Preferred skills
CPA or Licensed Attorney, advanced Microsoft Office (Excel), proficiency with BNA Income Tax Planner, experience with RIA/CCH IntelliConnect/BNA/Lexis-Nexis.
Responsibilities
Establish long-term consultative relationships with private companies and high net worth individuals; lead tax compliance processes for various entity types; review research on complex tax issues; manage risk, staffing, and financial performance for multiple engagements; mentor and develop team members; pursue business development opportunities.
Seniority
Senior Director, hands-on leadership & strategy