Senior Director, Federal Tax (Private Client Services)
Core
Senior Director leading federal tax advisory and compliance for private companies, owners, and high net worth individuals.
Role type
Senior Director, Federal Tax (Private Client Services)
Builds
Personalized tax planning, compliance, and advisory solutions for private clients.
Domain
Professional Services / Federal Tax
Deliverable
client delivery
Required skills
Federal tax planning, wealth transfer and succession planning, international tax, tax compliance (partnerships, S-corps, trusts), complex tax research, team management, financial performance management, business development
Preferred skills
Mentoring and coaching, technology adoption for tax solutions, cross-functional collaboration
Technologies
RIA, CCH IntelliConnect, BNA, Lexis-Nexis, BNA Income Tax Planner, Microsoft Excel