Tax Director (HNW Individuals)

Executive Recruiter | Public Accounting | Business Management | Focused on Scalable Team Building in Entertainment & Accounting

Responsibilities

• Lead and manage one or more business management client service teams.
• Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed.
• Review financial statements, tax returns, cash flow reports, other financial reporting and client meeting packages.
• Prepare financial statement summaries as required for Partners.
• Assist Partners with special projects including, but not limited to real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting.
• Regular communication with Partners regarding client financial matters.
• Regular communication with clients to answer questions, fulfill requests, and provide financial advice when needed.
• Attend client financial meetings.
• Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes.
• Coordinate with the tax department on client tax matters.
• Other related duties as assigned.

Planning and Operations

Education / Experience Requirements

Seniority Level

Director

Employment Type

Full-time

Job Function

Accounting / Auditing

Industries

Staffing and Recruiting and Accounting

Benefits

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