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    Director - Tax Services - San Francisco, United States - Aspiriant

    Aspiriant
    Aspiriant San Francisco, United States

    3 weeks ago

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    Description
    Job Description

    Job Description

    Aspiriant Seeks Tax Director to Join Our Exclusive Family Office


    Are you a seasoned tax professional seeking a leadership role and rewarding career in wealth management? Aspiriant invites you to explore an exciting opportunity to join our expanding Tax Services team.

    As a Tax Director, you will play a pivotal role in providing comprehensive tax advisory and compliance services to our ultra-high-net-worth clients within our Exclusive Family Office.

    The Tax Director is responsible for providing comprehensive tax planning, advisory, and compliance services to high-net-worth individuals and families.

    The ideal candidate will have a deep comprehension of complex tax laws, regulations, and planning strategies, as well as the ability to effectively communicate with clients and external professionals.

    Responsibilities

    Manage and coordinate complex tax engagements for a diverse and complex portfolio of clients
    Prepare and review all federal, state, and local tax returns for individuals, trusts, foundations, and business entities
    Evaluate quarterly estimates and projections
    Develop and implement tax strategies for clients, taking into account their unique business and financial goals
    Provide technical guidance to team members on a variety of tax issues
    Stay abreast of relevant tax legislative developments and disseminate key information to stakeholders
    Represent clients before tax authorities, such as the IRS and state tax agencies
    Develop and maintain strong relationships with clients
    Mentor and train junior tax professionals
    Collaborate closely with clients and their Wealth Managers to address their tax planning and compliance needs
    Function as an internal firm resource and authority for tax issue consultations and resolutions
    Proactively identify and communicate tax-related opportunities and exposures to clients and Wealth Managers
    Foster a culture of innovation and encourage the adoption of firm initiatives
    Identify and participate in new business and cross-selling opportunities
    Practice and exemplify the firm's dedication to professional excellence

    Qualifications

    Bachelor's degree in accounting
    Certified Public Accountant (CPA) designation is required
    Master of Business Taxation (MBT) is a plus
    Seven to ten years of progressive tax compliance and/or tax consulting experience, particularly in public accounting, family office, or wealth management
    Proven track record of success in managing multiple engagements and competing priorities in a fast-paced environment
    Exceptional client service and communication skills, demonstrating the ability to build and maintain outstanding client relationships
    Strong organizational skills, attention to detail, and a reliable work ethic
    Proficiency in Microsoft Office suite. Experience with Wolters Kluwer Axcess tools a plus.
    Ability to work extended hours during peak periods

    Benefits

    Pathway to Partnership Opportunity
    Collaborative and dynamic work environment
    Comprehensive benefits package, including 401(k) with company match, individual and cash profit sharing bonuses, competitive medical benefits, and community engagement opportunities
    Flexible work arrangements to support a healthy work-life balance
    Generous continuing education assistance program

    About Aspiriant

    ASPIRIANT IS A leading independent wealth management firm.

    We recognize, respect

    and value


    the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.


    Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success.

    Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

    To Apply
    Go to , select 'careers' link in the footer, and search for open positions. From there attach a cover letter and resume for consideration. We look forward to hearing from you

    Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.


    Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions.

    There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

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