Tax Managing Director – Ultra HNW, Global PCS

Responsibilities

• Serve as the lead tax advisor to ultra-high net worth and high net worth clients and their privately capitalized enterprises, including family offices, trusts, privately held businesses and investment vehicles
• Provide comprehensive tax advice and solutions that consider income, estate and gift tax implications throughout the chain of ownership
• Possess strong technical skills in individual and trust income, estate and gift tax, with working knowledge in corporations and partnerships
• Responsible for being the lead of the engagement team, and responsible for having direct contact with clients and managing all aspects of client accounts
• Provide effective consulting, planning and compliance advice for your clients
• Research and document tax issues and identify planning opportunities
• Provide thought leadership on issues critical to global private clients
• Work to expand client base and display strong business development abilities
• Mentor, train and supervise staff

• Have a CPA license or JD
• Have a masters of tax or LLM (preferred)
• Have 10+ years of public accounting experience, including 5+ years of supervisory experience
• Have Big Law or Top 20 accounting firm experience (preferred)
• Possess excellent written and verbal communication skills
• Possess outstanding analytical, organizational and project management skills
• Have a track record of building and sustaining client relationships and high-quality client service
• Have experience representing clients in front of the IRS and state agencies
• Be highly motivated to succeed and be part of a high-performing team

• Individual Income Tax
• Trust Income Tax
• Estate Tax
• Gift Tax
• Corporate Tax Knowledge
• Partnership Tax Knowledge
• Tax Research
• Tax Planning
• Compliance Advice
• Business Development

• Excellent Communication Skills
• Analytical Skills
• Organizational Skills
• Project Management Skills
• Mentoring Skills

• CPA License
• JD
• Masters Of Tax
• LLM