Managing Director, Tax

Managing Director, Tax About the Company Prestigious financial services firm IndustryFinancial Services TypePrivately Held About the Role The Company is in search of a Tax Managing Director to lead its tax function, with a focus on providing strategic tax planning and exceptional service to high-net-worth clients. The successful candidate will be responsible for leading, building, and managing the tax team, as well as developing and maintaining strong client relationships. Key responsibilities include overseeing the preparation and review of complex individual, trust, and estate tax returns, staying abreast of tax laws and regulations, and ensuring compliance while identifying opportunities for tax savings. The role also involves collaborating with other departments to offer comprehensive financial planning services and representing the firm at industry events. Applicants for the Tax Managing Director position at the company should hold an active CPA license and have a minimum of 15 years' experience in public accounting, tax practice, or a related field, with a specific focus on high-net-worth individuals. A Bachelor's and/or Master's degree in accounting, taxation, finance, or a related discipline is required. The ideal candidate will have a proven track record in managing client relationships, building and leading teams, and providing strategic tax advice. Strong technical knowledge of individual, trust, and estate tax laws, as well as excellent communication, interpersonal, and leadership skills, are essential. The role also involves mentoring and developing junior staff, so a background in team management is necessary. Direct Reports10 Travel PercentLess than 10% Functions Business DevelopmentFinanceStrategy

Created: 2024-11-14