What are the responsibilities and job description for the Tax Partner - Private Client Services position at Daley And Associates, LLC?
Tax Partner - Private Client Service (Hybrid)
This is a unique opportunity for a senior-level tax professional with significant Private Client Services experience. Our client is looking for a seasoned tax professional who has worked with ultra-high-net-worth clients. This is a client-facing leadership role with significant growth and wealth-creating opportunities for the incoming Tax Partner. This Partner will be both strategic and tactical. The partner will help guide the practice in its expansion of services and clientele. The Partner will mentor, train, hire, and build a world-class private client services tax team. The target base salary is $350,000-$400,000 plus bonus. If you want to be a Partner in one of the country's largest public accounting firms with an established client base, don't wait. Send your resume to sflaherty@daleyaa.com.
Our client is flexible on an East Coast location. Relocation is also an option. This is a Hybrid opportunity.
Responsibilities:
This is a unique opportunity for a senior-level tax professional with significant Private Client Services experience. Our client is looking for a seasoned tax professional who has worked with ultra-high-net-worth clients. This is a client-facing leadership role with significant growth and wealth-creating opportunities for the incoming Tax Partner. This Partner will be both strategic and tactical. The partner will help guide the practice in its expansion of services and clientele. The Partner will mentor, train, hire, and build a world-class private client services tax team. The target base salary is $350,000-$400,000 plus bonus. If you want to be a Partner in one of the country's largest public accounting firms with an established client base, don't wait. Send your resume to sflaherty@daleyaa.com.
Our client is flexible on an East Coast location. Relocation is also an option. This is a Hybrid opportunity.
Responsibilities:
- Personal, fiduciary, foundation, gift, and estate Tax compliance and consulting.
- Navigate the complexities of each of their individual tax strategies, challenges, and provide solutions.
- Manage, develop, and grow a team.
- Act as a High Net Worth Tax Subject Matter Expert
- CPA
- Private Client Services experience dealing with ultra-high net worth tax clientele for 10 years
- Engagement management experience
- Experience interfacing with High Net Worth Individuals and Families
- Exceptional organizational skills
- Exceptional communication skills - verbal & written
- Ability to manage, grow, and mentor a team
- Must be a Leader
- Compensation $350K to $400.0K (based on experience) plus bonus plus exceptional benefits.
- Email resume to sflaherty@daleyaa.com
Salary : $350,000 - $400,000