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Business Tax Senior Associate
Experience
5 yrs required
Location
Phoenix, AZ, United States
Posted on
Nov 18, 2022
Profile
Private Client Services Tax Manager - Ultra High Net Worth
The candidate will advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance. Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping and estate taxation. This includes the planning and execution of client tax engagements. Collaborate with specialists regarding state and local taxation and international taxation. Provide leadership, training and career mentorship to staff and supervisor-level team members. Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects. Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.
Company info
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