- Developing and maintaining relationships with high-net-worth individuals, families, and family offices, serving as the primary point of contact for their tax and consulting needs.
- Leading compliance and consulting services for clients, including technical review of complex tax returns, proactive tax planning, and strategic consulting on issues such as estate planning and business succession.
- Managing multiple client engagement teams, ensuring high-quality service delivery and client satisfaction.
- Establishing growth principles, process improvements, and institutional knowledge within the Signature Client Solutions Group.
- Overseeing client engagement staffing, billings/collections, and ensuring profitability targets are met.
- Utilizing entrepreneurial skills to network and build strong relationships internally and externally to acquire new clients, projects, and revenue.
- Staying up to date on industry trends, developments, and technical authorities, applying them to complex client situations.
- You have years of experience in Professional Services, with specific expertise in working with high-net-worth individuals and families.
- You have strong conflict negotiation skills and the ability to handle high-pressure situations.
- You have proven business development and revenue growth experience.
- You are deadline-driven and willing to be on-call at short notice.
- You have a proven track record in developing and growing high net worth/family business office groups.
- You have experience hiring, managing, and growing high-performing teams.
- You are willing to travel extensively (25-75% depending on client demand).
- You are a licensed CPA or JD/LLM with an undergraduate degree in Accounting or Law.
- You have extensive public accounting firm experience, with gift, estate, and trust return experience preferred.
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Bosch Group Lake Forest, United StatesJob Description · Job DescriptionCompany Description · For over a decade, Bosch eBike Systems has been offering innovative, pedal-assist eBike systems of outstanding performance and quality for over 100 of the most reputable bike brands in the world such as Trek, Cannondale, Tern ...
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Eide Bailly Long Beach, United StatesPartner - Signature Client Solutions Group Leader · Job Locations · US-CA-Irvine | US-CA-Laguna Hills | US-CA-Long Beach | US-CA-Pasadena | US-CA-Rancho Cucamonga | US-CA-Sherman Oaks | US-AZ-Phoenix | US-WA-Seattle · ID · Category · Tax Services · Position Type · Full-Tim ...
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Capital Group Irvine, United States Full time"I can take an active role in my career advancement." · You've had ongoing conversations with your manager and you're ready for the next step in your career. Collectively, we're working hard to advance diversity, equity and inclusion in our organization because we know that wh ...
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UK International Soccer Irvine, California, United States Part timeCome join TEAM ADVENTURE · Playtime Adventure, a leader in child development, is seeking Team Leaders to join our staff and teach a variety of fun, engaging activities to children ages 2.5 to 6.0 years old. Team Leaders should enjoy working with children, be comfortable interacti ...
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Partner - Signature Client Solutions Group Leader - Irvine, United States - Eide Bailly
Description
Why You'll Love Working Here
At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun We offer a professional and fun work environment with frequent free lunches, snacks, lunch and learns, socials, contests, outings and other events.
We are seeking a seasoned professional with extensive experience in managing relationships with high-net-worth individuals, families, and family offices. The ideal candidate will have a strong track record of business development, team leadership, and technical expertise in tax planning and compliance. As the Signature Client Solutions Group Leader, you will be responsible for establishing, leading, and managing a dynamic team in providing comprehensive tax and consulting services to our high-net-worth clientele while establishing Eide Bailly as an industry leader in this space.
Typical Day in the Life
A typical day as the Signature Client Solutions Group Leader might include the following:
Who You Are
Must be authorized to work in the United States now or in the future without visa sponsorship.
This is an exciting opportunity for a dynamic leader to make a significant impact in serving our most valued clients and driving the growth of our Signature Client Solutions Group. If you possess the required qualifications and are passionate about providing exceptional service to high-net-worth individuals and families, we encourage you to apply.
Benefits and Compensation
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Salary Range: $250,000-$500,000
Beyond base salary, Eide Bailly provides benefits to our Partners such as: annual bonuses, unlimited paid time off, 401(k) profit sharing, and a paid sabbatical every 5 years.
Partner - Signature Client Solutions Group Leader professionals in Irvine
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John Kemp
Director Technology