Job Number: MS03603Location: NY - New York City
Date Posted: 2017-04-25
Salary Range: Over $150k
Strategic Consulting firm seeking Director of Tax - High Net Worth Individuals and Family OfficesCompany Information:
Name: Financial Services FirmJob Description:
•Help lead and direct the efforts 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
•Stay current and ahead of cutting-edge tax-related developments, legislative and regulatory changes on the domestic front
•Establish 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.
•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.
•Serve as advocate on behalf of the individuals regarding federal, state and local tax issues. Represent clients before tax authorities.
•Work with colleagues as well as outside tax advisors and counsel to deliver integrated advisory servicesRequirements / Qualifications: