Lead transformative initiatives in tax consulting for high-net-worth clients. Drive strategic growth and innovation in a collaborative, hybrid work environment. Mentor talented professionals while shaping impactful organizational strategies.
Pcs Tax Partner
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Lead the Private Client Services division, driving strategic initiatives and delivering exceptional tax consulting services to high-net-worth individuals.
- Develop and implement innovative strategies to expand the firm's client base and service offerings.
- Provide expert guidance on complex tax issues, ensuring compliance and optimizing client outcomes.
- Foster a culture of excellence and collaboration within the team, mentoring staff for professional growth.
- Stay ahead of industry trends and legislative changes to offer cutting-edge solutions to clients.
- Collaborate with senior leadership to align department goals with organizational objectives.
- Contribute to firm-wide initiatives, enhancing operational efficiency and client satisfaction.
- Join a hybrid work environment that values flexibility and work-life balance.
Key Responsibilities & Duties
- Oversee compliance reviews and approve tax returns for high-net-worth clients, ensuring accuracy and adherence to regulations.
- Lead consultations on tax planning strategies, leveraging expertise to maximize client benefits.
- Develop proposals to attract new clients and expand the firm's market presence.
- Supervise client engagements, ensuring timely delivery and exceptional service quality.
- Mentor and evaluate senior staff, promoting skill development and career advancement.
- Drive special projects and initiatives to achieve strategic organizational goals.
- Maintain and strengthen client relationships, identifying opportunities for growth and collaboration.
- Monitor industry developments to provide proactive advice and solutions 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, with a focus on compliance and consulting.
- At least 5 years of supervisory experience, including mentoring and training staff.
- Proven ability to acquire clients and expand a book of business.
- Expert knowledge of tax laws and regulations affecting high-net-worth individuals.
- Exceptional communication and leadership skills to inspire and manage teams effectively.
- Comfortable working in a hybrid environment, balancing in-office and remote responsibilities.
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