Tax Director - Private Client Services

Job Title:

Director, Private Client Services

My Client, one of the fasted growing CPA firms are looking to hire a Tax Director into the Private Client Services team.

Job Description:

As the Private Client Tax Director, you will be responsible for overseeing and leading tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients. You will exhibit strong technical proficiency in handling specific tax forms such as 1040, 1041, 709, and FinCEN 114. Additionally, you will play a pivotal role in identifying, researching, and analyzing complex tax issues while collaborating within a multidisciplinary team environment.

Key Responsibilities:

• Showcase your expertise in tax compliance for partnerships, S-corporations, trusts, and individual clients, including a strong command of tax forms 1040, 1041, 709, and FinCEN 114.
• Play a pivotal role in advising and assisting with tax-planning initiatives for individual clients, providing invaluable insights and recommendations.
• Lead by example as you supervise and mentor a team, imparting technical knowledge and guiding them through diverse tax-related tasks.
• Project Management:
  Efficiently manage projects, ensuring adherence to timelines and budgets while delivering high-quality outcomes.

Requirements:

• 7+ years of tax experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client work papers, and preparing income tax returns
• Experience with Gift, Estate, and Trust tax planning and compliance experience a plus;
• Bachelor's degree in Accounting;
• Advanced degree or degree required (MST, MAcc, JD/LLM, or CPA);
• Proficiency with Microsoft Office (Excel, PowerPoint, and Word);
• Experience managing multiple projects including scheduling, budgeting, corresponding with clients, and billing;
• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health, dental, and retirement plans.
• Professional development opportunities and continued education support.
• A collaborative and inclusive work environment.