Managing Director, Private Client Tax Services - Providence - confidential

    confidential
    confidential Providence

    14 hours ago

    Description

    Find out if this opportunity is a good fit by reading all of the information that follows below.

    Managing Director, Private Client Tax Services

    About the Company

    Private Client Services.

    Industry
    Accounting

    Type
    Privately Held

    About the Role

    The Company is seeking a Tax Managing Director for its Private Client Services. The successful candidate will be responsible for leading an engagement team, directly interacting with clients and family office personnel, and ensuring the delivery of timely and coordinated services. This role involves developing and managing client relationships, being a trusted advisor, and directing multiple engagements that encompass consulting, compliance, and tax planning services. The Tax Managing Director will also be involved in guiding and managing IRS and state audits, as well as participating in new business development activities.

    Applicants for the Tax Managing Director position should have a Master's degree in Taxation or Accounting, or a Bachelor's degree with a minimum of 10 years' experience in public accounting or a related field. A CPA or equivalent certification is required. The ideal candidate will have a strong background in comprehensive tax planning, consulting, and a deep knowledge of federal and state tax laws and regulations. Experience in individual taxation, including trust, estate, and gift taxation, is essential. The role also requires excellent communication, leadership, and mentoring skills, as well as a proven track record in business development and the ability to manage a team effectively. xhmxlyz Proficiency in MS Word, Outlook, and Excel is necessary, and the candidate must be able to travel as needed.

    Travel Percent
    Less than 10%

    Functions

    • Finance

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