HNW Tax Director at Jobot
Cincinnati, OH 45242
About the Job
Hybrid with top 50 CPA firm!!!
This Jobot Job is hosted by: Garrett Mathison
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $180,000 - $200,000 per year
A bit about us:
We are a top CPA firm with an impeccable reputation for exceptional achievement and consistently recognized as a leader in the industry! Our firm maintains a high level of technical expertise with the luxurious perks and schedule flexibility of a private company! If you feel overworked or undervalued, come to a place that encourages your goals, and celebrates all of your successes! We are positive people who like to work hard and have fun!
Why join us?
Do you want to work on meaningful projects with no micromanagement?
Job Details
We are seeking a HNW Tax Director to join our dynamic Public Accounting team. This is a unique opportunity to work with a diverse range of clients, including high-net-worth individuals, families, trusts, estates, and privately held businesses. The successful candidate will be responsible for providing tax planning services, managing and developing relationships with clients, and enhancing the firm's reputation by ensuring clients receive the highest level of service.
Responsibilities:
As a HNW Tax Director, your duties will include but are not limited to:
1. Providing innovative tax planning strategies and compliance expertise to clients; managing and developing client relationships.
2. Supervising and reviewing high-net-worth federal and state income tax returns and collaborating with other team members on client engagements.
3. Researching tax laws and formulating tax strategies to optimize clients' financial situations.
4. Working closely with partners and staff on client management, practice development, and business development activities.
5. Providing leadership, counseling, career guidance, and performance feedback to staff.
6. Ensuring the firm stays updated with the latest industry trends and changes in tax legislation that could impact clients.
Qualifications:
To be considered for the HNW Tax Director role, you must have the following:
1. A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA certification is strongly preferred.
2. A minimum of 10 years of progressive experience in public accounting or a family office dealing with high-net-worth clients.
3. An extensive understanding of tax laws, principles, and procedures, particularly those that apply to high-net-worth individuals and entities.
4. Excellent leadership and team management skills, with the ability to motivate and mentor team members.
5. Strong analytical, problem-solving, and project management skills.
6. Exceptional client service along with the ability to develop excellent client relationships.
7. Excellent written and verbal communication skills.
We are looking for a candidate who is ambitious, detail-oriented, and ready to take their career to the next level. If you are passionate about providing top-notch tax services to high-net-worth individuals and have the necessary qualifications, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Garrett Mathison
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $180,000 - $200,000 per year
A bit about us:
We are a top CPA firm with an impeccable reputation for exceptional achievement and consistently recognized as a leader in the industry! Our firm maintains a high level of technical expertise with the luxurious perks and schedule flexibility of a private company! If you feel overworked or undervalued, come to a place that encourages your goals, and celebrates all of your successes! We are positive people who like to work hard and have fun!
Why join us?
Do you want to work on meaningful projects with no micromanagement?
- Life Balance!
- 401K w/matching!
- Competitive Compensation!
- Premium Benefits!
- Accelerated Partner Track!
- Schedule Flexibility!
- Continuing Education!
- Fun Company Social Events!
- Laid Back Dress Code!
Job Details
We are seeking a HNW Tax Director to join our dynamic Public Accounting team. This is a unique opportunity to work with a diverse range of clients, including high-net-worth individuals, families, trusts, estates, and privately held businesses. The successful candidate will be responsible for providing tax planning services, managing and developing relationships with clients, and enhancing the firm's reputation by ensuring clients receive the highest level of service.
Responsibilities:
As a HNW Tax Director, your duties will include but are not limited to:
1. Providing innovative tax planning strategies and compliance expertise to clients; managing and developing client relationships.
2. Supervising and reviewing high-net-worth federal and state income tax returns and collaborating with other team members on client engagements.
3. Researching tax laws and formulating tax strategies to optimize clients' financial situations.
4. Working closely with partners and staff on client management, practice development, and business development activities.
5. Providing leadership, counseling, career guidance, and performance feedback to staff.
6. Ensuring the firm stays updated with the latest industry trends and changes in tax legislation that could impact clients.
Qualifications:
To be considered for the HNW Tax Director role, you must have the following:
1. A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA certification is strongly preferred.
2. A minimum of 10 years of progressive experience in public accounting or a family office dealing with high-net-worth clients.
3. An extensive understanding of tax laws, principles, and procedures, particularly those that apply to high-net-worth individuals and entities.
4. Excellent leadership and team management skills, with the ability to motivate and mentor team members.
5. Strong analytical, problem-solving, and project management skills.
6. Exceptional client service along with the ability to develop excellent client relationships.
7. Excellent written and verbal communication skills.
We are looking for a candidate who is ambitious, detail-oriented, and ready to take their career to the next level. If you are passionate about providing top-notch tax services to high-net-worth individuals and have the necessary qualifications, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
180,000 - 200,000 /year