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Position: Director of Tax - High Net Worth
Job Number: MS03603
Location: NY - New York City
Date Posted: 2017-04-25
Salary Range: Over $150k
Job Summary:

Strategic Consulting firm seeking Director of Tax - High Net Worth Individuals and Family Offices

Company Information:

Name: Financial Services Firm

Job 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 services 

Requirements / Qualifications:

  • At least 15+ years of extensive experience working with High Net Worth Individuals in tax and/or family office environment.
  • Notable tax consulting and compliance experience; in-depth familiarity with tax research techniques and resources.
  • 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 professional staff.
  • Familiarity with partnerships and other flow-through entities.

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