Family Wealth Services Tax Director

Profile

Family Wealth Services Tax Director

The candidate will oversee the efforts of multiple teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget. Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors, such as attorneys and financial asset managers. Write-up of books and records for business and charitable entities. Reviewing personal, fiduciary, and foundation income tax returns. Contribute to client satisfaction by providing timely services and work product. Maintain and foster relationships with clients and brokers. Demonstrate an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments. Maintain regular contact with assigned clients and develop strong relationships through personal attention, timeliness of service, and good money saving advice. Research tax laws and preparing tax memorandum on technical issues. Proven track record of sales/revenue generation. Expand services to existing clients and developing new business relationships. Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.

Additional Information

Req Id: SWMC13948

Company info

McGladrey LLP
515 South Flower Street 41st Floor
Los Angeles
California
United States 90071-2201
Website : http://www.mcgladrey.com