9 дней назад
Tax Partner (Ultra High Net Worth)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
9 дней назад
Tax Senior, Business Entities
14 дней назад
Tax Manager or Director (Corporate Tax)
116 000 - 187 000$
10 дней назад
Senior Tax Associate - Corporate Tax
13 дней назад
Tax Accountant
13 дней назад
Tax, Corporate Tax Accounting, Compliance & Reporting, Associate
9 дней назад