Tax Director at Jobot
New York, NY 10022
About the Job
Hybrid Work Schedule - Manhattan (Midtown) - Urgent Hire!
This Jobot Job is hosted by: Steven Zacharias
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $425,000 - $525,000 per year
A bit about us:
We are a strategic consulting firm that provides top-tier financial and tax services to individuals and families of significant wealth.
If interested, please apply or email me your resume directly at - https://apply.jobot.com/jobs/tax-director/1074129687/?utm_source=Monster
Why join us?
Job Details
Scope of Responsibilities:
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Steven Zacharias
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $425,000 - $525,000 per year
A bit about us:
We are a strategic consulting firm that provides top-tier financial and tax services to individuals and families of significant wealth.
If interested, please apply or email me your resume directly at - https://apply.jobot.com/jobs/tax-director/1074129687/?utm_source=Monster
Why join us?
- $425,000-$525,000 base salary
- Health, Dental, & Vision (100% paid for by employer)
- 401k with company match
- PTO
- Hybrid Work Schedule
Job Details
Scope of Responsibilities:
- Lead and direct efforts of our tax team who are dedicated to providing services to individual tax clients with primary focus on the ultra-high net-worth and related accounts. Serve as subject matter expert and provide seamless service delivery for all tax services for our high net worth clients and related accounts.
- Supervising, mentoring, and developing junior managers and tax staff in all matters including the day-to-day delivery of tax services to our clients.
- Develop and execute strategy for achievement of practice expansion in the Ultra-High Net Worth (UHNW) space, and continued development of external relationships (professional groups, attorneys, investment advisors, insurance advisors, private bankers, etc.
- Establishing meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients’ various requests.
- Working with colleagues as well as outside tax advisors and counsel to deliver integrated advisory services.
- Staying current and ahead of cutting-edge tax-related developments, legislative and regulatory changes on the domestic front.
- Serving as advocate on behalf of the clients regarding federal, state and local tax issues.
- Representing clients before tax authorities.
- Overseeing the timely and accurate preparation and filing of individual, fiduciary and gift tax returns for high-net-worth individuals and their affiliated entities.
- Analyzing all significant transactions/acquisitions, JVs and alliances for the purpose of developing and recommending cost-effective individual tax structures (provide creative input regarding structure and assist in negotiations).
- Providing analyses of financial, gift, estate, and income tax issues of ultra-high net worth individuals and families.
- Overseeing the research and interpretation of the Internal Revenue Code and various State Tax Codes.
- Managing ad hoc projects with complex tax and cash flow related analysis.
Qualifications:
- BS or MS in Tax preferred or related field, or JD with LLM in Tax desirable.
- Certified Public Accountant (CPA)
- 15+ years of extensive experience working with ultra-high net worth individuals in a tax and/or family office environment.
- Tax consulting and compliance experience; in-depth familiarity with tax research
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
425,000 - 525,000 /year
