Tax Partner - Ultra High Net Worth - Daley and Associates
Boston, MA
About the Job
Tax Partner - High Net Worth
This is a unique opportunity for a senior level High Net Worth Tax professional looking to acquire their own book of business. Our client has a partner retiring. Our client is looking to pass the retiring partner's entire book of business to a new Tax Partner who has significant experience in Ultra High Net Worth tax. THIS IS A RARE SITUATION! There is no selling. You do not need to build a book. You will have 1 year of transition with the existing tax partner out and for that book of business to pass to you.. If you want an immediate book billing millions of dollars in fees per year with a client base of Ultra High Net Worth individuals whose values start in the billions of dollars, don't wait. I've been doing this for 25+ years rarely do I see this type of opportunity. You must be able to step up and run this book. You must be experienced dealing with Ultra High Net Worth people. You must be able to meet deadlines and have a strong attention to details. If you want to be a Partner in a large firm with an established client based passed to you after 1 year of transition, don't wait. Send your resume to sflaherty@daleyaa.com.
Responsibilities:
Requirements:
#LI-SF1
This is a unique opportunity for a senior level High Net Worth Tax professional looking to acquire their own book of business. Our client has a partner retiring. Our client is looking to pass the retiring partner's entire book of business to a new Tax Partner who has significant experience in Ultra High Net Worth tax. THIS IS A RARE SITUATION! There is no selling. You do not need to build a book. You will have 1 year of transition with the existing tax partner out and for that book of business to pass to you.. If you want an immediate book billing millions of dollars in fees per year with a client base of Ultra High Net Worth individuals whose values start in the billions of dollars, don't wait. I've been doing this for 25+ years rarely do I see this type of opportunity. You must be able to step up and run this book. You must be experienced dealing with Ultra High Net Worth people. You must be able to meet deadlines and have a strong attention to details. If you want to be a Partner in a large firm with an established client based passed to you after 1 year of transition, don't wait. Send your resume to sflaherty@daleyaa.com.
Responsibilities:
- Personal, fiduciary, foundation, gift and estate Tax compliance and consulting.
- Navigate the complexities of each of their individual tax strategies, challenges and provide solutions.
- Manage, develop and grow a team.
- Act as a High Net Worth Tax Subject Matter Expert
Requirements:
- CPA
- High Net Worth Tax experience 10+ years
- Engagement management experience
- Experience interfacing with High Net Worth Individuals and Families
- Exceptional organizational skills
- Exceptional communication skills - verbal & written
- Ability to manage, grow and mentor a team
- Must be a Leader
- Compensation $500K (based on experience) plus bonus plus exceptional benefits.
#LI-SF1
Source : Daley and Associates