Managing Director

Profile

Managing Director
The candidate will play a key role in growing company's Closely Held Business/Family Office tax practice, both locally and on a national level. Will serve as the trusted advisor to family offices on strategic, operational, and financial matters. Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups. Stay current and ahead of cutting-edge tax-related developments, legislative and regulatory changes affecting family offices. Lead, participate in and contribute to market and business development activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with company's Audit and Advisory practices. Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members. Should have Bachelor's degree from an accredited college/university and licensed CPA or J.D./LL.M. degree. Must have 20+ years of focused flow-through entity and family office tax consulting experience in an accounting firm, organization, and/or law firm. Should have demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets.

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