FAQs
What qualifications are required for the Private Wealth Services Tax Director position?
A Bachelor's degree in Accounting, CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) is required. The candidate should have a minimum of ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related areas in public accounting or a combination of industry and public accounting experience.
What kind of clients will the Private Wealth Services Tax Director be working with?
The Tax Director will work with high net worth clients, closely held business clients, and family business clients, specifically those with $25 million and above in net worth.
What are the key responsibilities of the Private Wealth Services Tax Director?
Responsibilities include providing tax planning and consulting to high net worth clients, overseeing client service teams, developing new business and client relationships, mentoring staff, researching tax matters, and leading and supporting business development activities.
What technical skills are necessary for the Private Wealth Services Tax Director role?
The Tax Director should have exceptional client service and communication skills, strong leadership abilities, excellent analytical and technical skills, as well as the ability to manage multiple engagements in a fast-paced environment.
Is travel required for the Private Wealth Services Tax Director position?
Yes, the Tax Director may need to travel as needed to meet client needs and manage engagements.