Lead impactful projects at a prestigious firm with a collaborative culture. Drive strategic growth in tax consulting for high-net-worth clients. Enjoy professional development opportunities in a supportive environment.
Pcs Tax Partner
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Lead the Private Client Services team, focusing on compliance, consulting, and client relationship management.
- Develop new business opportunities while maintaining high-quality service for existing clients.
- Provide thought leadership and mentorship to team members, fostering professional growth.
- Stay updated on tax laws and business trends impacting high-net-worth clients.
- Collaborate with senior staff to ensure client engagement success and satisfaction.
- Contribute to firm-wide initiatives and special projects, enhancing organizational performance.
- Utilize your expertise to drive strategic growth and expand service offerings.
- Join a dynamic and supportive environment with opportunities for professional advancement.
Key Responsibilities & Duties
- Perform partner-level compliance reviews and approve tax returns for high-net-worth individuals.
- Lead consultations on tax planning opportunities and legislative changes.
- Develop and present proposals to acquire new clients and expand the firm’s business.
- Supervise client engagements, ensuring adherence to quality standards and deadlines.
- Train, mentor, and evaluate senior staff to foster professional development.
- Oversee special projects and firm initiatives to drive strategic goals.
- Maintain strong client relationships, ensuring satisfaction and identifying growth opportunities.
- Stay informed on industry trends and tax issues to provide expert guidance to clients.
Job Requirements
- Bachelor’s degree in accounting, law, or related field is required.
- CPA or JD certification is mandatory for this position.
- Minimum of 12 years of progressive tax experience, focusing on compliance and consulting.
- At least 5 years of supervisory experience, including mentoring and training staff.
- Proven track record in acquiring clients and expanding a book of business.
- Strong knowledge of tax laws and regulations affecting high-net-worth individuals.
- Excellent communication and leadership skills to manage and inspire teams.
- Ability to work in a hybrid environment, balancing in-office and remote responsibilities.
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