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Tax Leader Private Client
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Full-time
- The Tax Leader is a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies and charitable entities managed by ultra-high net worth clients.
- The Private Client Tax Leader participates in client development, team management, and research to be current as a subject matter expert.
- Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
- Developing, building, and managing client relationships as part of the proposal process
- Assisting with managing, developing, and coaching professional tax staff
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