Job Number: MS03562
NY - New York City Date Posted:
New opportunity at growing Family Office!
Name: Family Office
- Help lead and direct the efforts of the team of Tax professionals dedicated to providing services to many
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 the company's high net worth clients and related accounts.
Requirements / Qualifications:
- Stay current and ahead of cutting-edge
tax-related developments, legislative and regulatory changes on the
- Serve as advocate on behalf of
the individuals regarding federal, state and local tax issues.
- Work with colleagues as well as
outside tax advisors and counsel to deliver
integrated advisory services that exceed client expectations.
rapport with sophisticated clients to gain their confidence, gaining an
intimate knowledge of their lives so as to be able to anticipate their
needs and respond quickly to demanding clients’ various requests.
mentor and develop tax staff in respect the day-to-day delivery of tax
services to the client.
- Oversee the
timely and accurate preparation and filing of individual, fiduciary and
gift tax returns for high net worth individuals and their affiliated
- Analyze 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).
- Provide analyses
of financial, gift, estate, and income tax issues of high net worth
individuals and families.
- Research and
interpret the Internal Revenue Code, various State Tax Codes, Private
Letter Rulings, Revenue Rulings and Tax Court Cases.
clients before tax authorities.
- Manage ad
hoc projects with complex tax and cash flow related analysis.
- CPA with M.S. in Tax preferred, or JD with LLM in Tax
- At least 15+ years of extensive
experience working with High Net Worth Individuals in tax and/or family
- Notable tax consulting and
compliance experience; in-depth familiarity with tax research techniques
- Excellent client service
approach, strong consultative skills and a service mind-set while
delivering advice as more than a tax adviser.
- Must possess strong
organizational and analytical skills, general/broad knowledge of economic
business conditions and ability to work on multiple projects at once.
- Strong interpersonal and
communication skills, both oral and written, with an ability to prepare
detailed planning memoranda as well as to provide simple explanations to
clients (e.g. non-tax specialists).
- Self-starter with the ability to
excel in a fast-paced, high-energy, high-touch environment.
- Strategic and tactical thinker
with vision and foresight to conceptualize innovative approaches and
technical prowess to execute same.
- Ability to teach and grow
- Familiarity with partnerships and
other flow-through entities.
- Proficient in Microsoft Word and
Excel. Experience in ProSystem Fx Tax and Document, CCH research