Director, Business Services
Core
Director leading tax consulting, compliance, family governance, and estate planning advisory for large family businesses, high wealth families, and family offices.
Role type
Senior IC Director (Tax & Family Office Advisory)
Builds
Complex advisory engagements and integrated solutions for sophisticated private client groups
Domain
Professional Services / Tax & Wealth Management
Deliverable
client delivery
Required skills
tax advisory, family governance, estate planning, business structuring, succession planning, business development, people leadership, team management, commercial acumen, financial performance management, stakeholder engagement
Preferred skills
cloud-based accounting platforms, Microsoft Office, strategic thinking, digital capability
Technologies
cloud-based accounting platforms, Microsoft Office
Responsibilities
Lead a portfolio of significant clients and act as a trusted adviser; Develop deep client relationships and identify opportunities to expand services; Lead strategic family and business discussions delivering commercially focused advice; Deliver complex advisory engagements across family governance, succession planning, business structuring, estate planning and tax matters; Drive business development activities including networking and thought leadership; Take accountability for operational effectiveness, financial performance and sustainable growth of the team; Lead, coach and develop future leaders while fostering a high-performing team culture; Oversee delivery of complex financial statements, tax returns and advisory engagements; Manage engagement economics including budgets, WIP, recoverability and pricing; Contribute to practice strategy by identifying market opportunities and growth initiatives
Seniority
Director, strategic leadership & team management