High Net Worth Tax Managing Director
Jobtailor
- Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities
- Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns
- Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
Requirements
- An undergraduate degree in accounting or law required
- CPA or JD required
- Eight (8)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses
- Four (4)+ years supervisory experience, mentoring, and counseling associates
- Ability to lead and supervise others, provide exceptional client service
Core Competencies
Demonstrates expertise in tax planning and consulting for high-net-worth individuals and families, with a strong focus on compliance and strategic consulting. Proven ability to lead teams, mentor associates, and deliver exceptional client service.
Highest-signal resume keywords
- Tax Planning
- Compliance Services
- Client Service
- Supervisory Experience
- CPA or JD
ATS Optimization Keywords
Hard Skills
- Tax Return Review
- Estate Planning
- Gift Planning
- Charitable Planning
- Generation Skipping Tax
Soft Skills
- Leadership
- Mentoring
- Counseling
Certifications & Qualifications
- CPA
- JD
Industry Keywords
- High-Net-Worth Individuals
- Multi-Generational Families
- Family Offices
- Investment Entities
- Private Businesses
Vacancy posted 15 hours ago
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