1 день назад
High Net Worth Tax Managing Director
201 810 - 382 600$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
High Net Worth Tax Managing Director (Private Wealth Tax): Leading compliance and consulting services for high-net-worth individuals, affluent families, family offices, trusts, and privately held businesses with an accent on complex tax returns, strategic planning, and wealth transition. Focus on reviewing federal and state tax matters, advising on succession planning, managing client engagements, and developing tax professionals.
Location: Los Angeles, California, United States; work location status to be confirmed with talent acquisition.
Salary: $201,810–$382,600 annually.
Company
is an advisory, tax, and assurance firm providing professional services across the United States and through a global network.
What you will do
- Lead compliance and consulting services for high-net-worth individuals, affluent families, family offices, trusts, estates, private businesses, and investment entities.
- Review complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
- Lead proactive federal, estate, gift, charitable, and generation-skipping tax planning engagements.
- Advise clients on business succession planning and apply current tax authorities to complex situations.
- Manage engagement staffing, billing, collections, and client profitability.
- Build client relationships, develop new business, and mentor tax professionals.
Requirements
- Undergraduate degree in accounting or law.
- CPA or JD required.
- Leadership experience in the tax practice of a public accounting firm.
- 8+ years of tax planning and consulting experience for wealthy individuals, families, trusts, investment entities, and private businesses.
- 4+ years of supervisory experience, including mentoring and counseling associates.
- Eligibility to work in the United States without sponsorship is highly preferred. Ability to travel as needed for client engagements.
Culture & Benefits
- Professional development through individual growth and firm-wide learning programs.
- Mentorship and coaching aligned with the Care and Teach philosophy.
- Opportunities to work with entrepreneurial partners and participate in ownership experiences.
- Social activities and team outings supporting work-life balance.
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