Tax Director - High Net Worth hnw

Profile

Tax Director - High Net Worth (HNW)

The candidate will demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas. Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner. Reviews tax procedures, engagement workpapers and financial statements without supervision. Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standards. Performs advanced top level tax review of returns. Reviews returns and disclosures for appropriateness in form, content, completeness, and accuracy. Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines. Addresses questions on advanced technical accounting matters from team members and upper level client management. Monitors that tasks are assigned and completed on a timely basis and reviews workflow. Oversees Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up. Manages multiple assignments inside an engagement. Communicates with Partner on work status and client issues that arise. Conducts research, consults with team members, draws conclusions and prepares memos based on target issues. Performs a detailed review of team's workflow and monitors that tasks are assigned and completed on a timely basis. Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel. Supervises, trains and mentors tax staff. Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives. Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements. Should have a Bachelor’s Degree with a preferred field of study in Accounting. Must have 10+ years’ experience of relevant work and industry experience within High Net Worth/Family Office taxation and 5+ years’ supervisory experience. Ability to work independently, but also work well with others. Prior experience managing engagements and clients. Ability to work independently, but also work well with others. Formal mentoring relationships with all levels of staff. CPA License or on track to obtain. Master's of Taxation or Law Degree. Experience with pass through entities, business structuring, and nonprofit organizations. Software Experience - CCH ProSystem, Microsoft Office 365.

Company info

Friedman LLP
1515 Market Street Suite 1200
Philadelphia
Pennsylvania
United States 19102
Website : http://www.friedmanllp.com