Base pay range
$250,000.00 / yr - $350,000.00 / yr
We are seeking an experienced tax professional to join a dynamic advisory team. This role involves leading and managing tax engagements for high-net-worth individuals, family offices, and private trust clients. Responsibilities include overseeing tax compliance, planning, due diligence, and consulting initiatives.
Key Responsibilities
- Lead preparation and review of federal and state income tax returns for individuals, trusts, corporations, partnerships, and exempt organizations.
- Maintain client relationships and provide strategic tax guidance.
- Identify tax planning and consulting opportunities to support clients’ financial goals.
- Collaborate with other tax professionals to manage correspondence with tax authorities.
- Mentor and manage team members to ensure high-quality delivery of services.
Required Qualifications
Bachelor’s degree in accounting, finance, or related field; CPA or advanced degree preferred.12+ years of progressive tax experience in public accounting or advisory, including managing client engagements and teams.Extensive experience with tax compliance and planning for high-net-worth individuals, family offices, and private trusts.Strong technical knowledge of complex tax matters, including domestic and international considerations.Excellent communication and interpersonal skills, with ability to work with clients and colleagues from diverse backgrounds.Proven leadership, strategic thinking, and team management skills.Comfortable working in a fast-paced environment with hybrid flexibility.Preferred Qualifications
Strong analytical, quantitative, and problem-solving skills.Experience with financial modeling, valuation, and advanced accounting concepts.Proficiency in Microsoft Office and familiarity with tax or financial software tools.Self-motivated, proactive, and detail-oriented, able to work independently and under pressure.Compensation
Competitive base salary with performance-based bonus, commensurate with experience.
Flexible, hybrid work arrangement with limited travel.
Seniority level
DirectorEmployment type
Full-timeJob function
Accounting / AuditingIndustries
Business Consulting and Services#J-18808-Ljbffr