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9 дней назад

Tax Partner (Ultra High Net Worth)

Формат работы
onsite
Тип работы
fulltime
Грейд
lead
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Tax Partner (Ultra High Net Worth) (Tax Planning and Compliance): Leading complex tax planning and compliance services for ultra-high-net-worth families, corporate executives, private businesses, and investment entities with an accent on estate, gift, trust, fiduciary, and generation-skipping taxation. Focus on managing client portfolios, developing relationships and new business, leading multidisciplinary teams, and delivering strategic tax solutions for multigenerational families.

Location: Los Angeles, United States; consistent onsite presence at a firm office and travel to client sites required.

Company

hirify.global provides professional services to middle-market clients, including tax, consulting, and assurance services.

What you will do

  • Lead tax client service, relationship ownership, capability leadership, and strategic growth activities.
  • Advise ultra-high-net-worth families, corporate executives, private businesses, and investment entities on individual, trust, and entity tax planning and compliance.
  • Lead planning and execution for individual, fiduciary, gift, generation-skipping, and estate taxation engagements.
  • Manage multiple engagements and client portfolios, including resources, quality, billing, collections, profitability, and delivery expectations.
  • Identify complex technical tax matters and coordinate specialists across capabilities, industries, geographies, and markets.
  • Coach tax professionals and develop technical depth, specialty capabilities, and future leaders.

Requirements

  • Bachelor’s degree in Accounting or a related field.
  • Active CPA license or equivalent professional credential in the state of residence or primary office.
  • At least 12 years of tax experience in public accounting.
  • Experience identifying, selling, and delivering tax services to middle-market clients.
  • Strong Microsoft Excel and project management skills, with the ability to manage multiple priorities and deadlines.
  • Ability to maintain consistent onsite presence during core business hours, regularly report to a firm office, and travel to client sites.

Nice to have

  • JD in Taxation or a Master’s in Taxation.
  • Experience at a Big Four or large national accounting firm.
  • Expertise in individual tax planning, estate and gift planning, trust planning, charitable strategies, and pre-deal planning.
  • Experience with private foundations and reporting for foreign assets, investments, and holdings.
  • Proven ability to develop new business relationships and expand services for existing clients.

Culture & Benefits

  • Competitive benefits and compensation package.
  • Flexible scheduling to support work-life balance while serving clients.
  • Professional environment focused on client outcomes, quality, ethics, and long-term firm value.
  • Opportunities to work with multidisciplinary teams and global workforce capabilities.

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