About The Opportunity
An experienced and driven Tax professional, with a strong background in servicing High Net Worth Clients, is currently being sought out by a regional CPA firm in New York City for a promising opportunity on their staff as a Director or Partner. In this role, the Tax Director / Partner will provide individual income tax planning and compliance for high net-worth individuals.
COMPANY DESCRIPTION
Regional CPA Firm
JOB DESCRIPTION
The Tax Director or Partner will be responsible for:
• Managing a client base of High Net Worth Individuals
• Supervising and mentoring staff
• Tax planning for individuals, estates, trusts, and closely held corporations
• Alternative minimum tax, passive loss, multi-state and foreign taxation issues
• Income and estate planning
• Other tasks as assigned
REQUIRED SKILLS
• Accounting Degree
• 8+ years of current experience with High Net Worth tax planning and compliance
• CPA or JD
• Polished and professional demeanor
• Ability to multitask
• Exceptional communication skills
• Proficiency with computer platforms and applications
• Demonstrated Tax Compliance skills
• Strong interpersonal skills