Managing Director Tax
Managing Director Tax
Job Title: Director Accounting
Location: Los Angeles or Nashville (On-Site)
Compensation: 200k to 275k base + Bonus
Overview : Currently working with a leading/established financial services firm that specializes in working with high-net-worth individuals and is seeking an experienced Director to lead their Tax function. This individual will report directly into the CEO, have 5 to 10 direct reports, and oversee the firm-wide tax function. The ideal candidate will have a deep understanding of complex tax issues, a strong understanding of local/state/national/individual tax, a proven track record of managing client relationships, a track record of managing/building teams, and the ability to provide strategic tax planning.
Key Responsibilities:
- Lead, build, and manage the tax function
- Develop and maintain strong relationships with clients, providing exceptional service and strategic tax advice.
- Oversee the preparation and review of complex individual, trust, and estate tax returns.
- Stay current with tax laws and regulations, ensuring compliance and identifying opportunities for tax savings.
- Collaborate with other departments to provide comprehensive financial planning services.
- Mentor and develop junior staff, fostering a culture of continuous learning and professional growth.
- Represent the firm at industry events and conferences, enhancing the firm's reputation and expanding its network.
Qualifications:
- Active CPA License
- Minimum of 10 years of experience in public accounting, tax practice, or a related firm, with a focus on high-net-worth individuals.
- 3+ years of direct management
- Bachelor's and/or Master's in Accounting, Taxation, Finance, or equivalent space
- Strong technical knowledge of individual, trust, and estate tax laws.
- Excellent client management and relationship-building skills.
- Proven leadership and team management abilities.
- Exceptional communication and interpersonal skills.
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