Tax Director at Wealth Management Firm
Description Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client, a prestigious private investment firm, specializes in family office services and personalized wealth management, overseeing over $50 billion in assets. Embrace a hybrid work schedule with a competitive compensation package that includes performance-based bonuses, comprehensive health benefits, retirement plans, disability insurance, and pre-tax commuter benefits.Responsibilities:
Lead tax advisory, preparation, planning, and review for high-profile clients.
Deliver intricate tax planning and compliance services tailored to client needs.
Collaborate cross-functionally to create integrated wealth planning solutions.
Provide expert advice on various tax issues and leverage technology to enhance tax operations.
Cultivate client relationships and engage in business development while staying informed on the latest tax trends.
Requirements
Bachelor’s degree in a related field.
Strong tax experience, particularly with federal and state partnership tax returns.
In-depth knowledge of family wealth planning and equity compensation models.
Excellent research skills with the ability to apply tax regulations effectively.
Proficiency in handling complex Schedules K-1, foreign reporting, and multi-state filings.
Outstanding communication skills, capable of working dynamically while ensuring client confidentiality.
IT competency, especially with tax software and Microsoft Office; familiarity with Salesforce is a plus.
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .