This position centers on providing strategic tax and business advisory services to business owners and high-net-worth individuals.
Key areas of focus include succession planning, wealth transfer strategies, and ensuring compliance with tax regulations.
The ideal candidate will take a leadership role in managing client engagements that involve complex entities such as partnerships, corporations, and trusts.
Collaboration with specialized tax teams and other service lines within the firm will be essential. This role also encompasses mentoring junior staff, fostering long-term relationships with clients, and identifying growth opportunities among both current and potential clients.
Candidates who possess significant expertise in private company taxation coupled with a collaborative advisory approach will excel in this role.
**Qualifications:**
- Minimum of 7 years of experience in public accounting with a focus on tax
- In-depth knowledge of private company taxation
- Proficient in corporate, partnership, and trust tax regulations
- Experience in succession and wealth transfer planning
- Capable of managing client engagements effectively
- Proven track record in team mentorship
- Excellent written and verbal communication skills