What are the responsibilities and job description for the Tax Director - Private Client Services position at Insite US?
Job Title: Director, Private Client Services
My Client, one of the fasted growing CPA firms in Denver, are looking to hire a Tax Director into the Private Client Services team.
Job Description:
As the Private Client Tax Director, you will be responsible for overseeing and leading tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients. You will exhibit strong technical proficiency in handling specific tax forms such as 1040, 1041, 709, and FinCEN 114. Additionally, you will play a pivotal role in identifying, researching, and analyzing complex tax issues while collaborating within a multidisciplinary team environment.
Key Responsibilities:
- Showcase your expertise in tax compliance for partnerships, S-corporations, trusts, and individual clients, including a strong command of tax forms 1040, 1041, 709, and FinCEN 114.
- Play a pivotal role in advising and assisting with tax-planning initiatives for individual clients, providing invaluable insights and recommendations.
- Lead by example as you supervise and mentor a team, imparting technical knowledge and guiding them through diverse tax-related tasks.
- Project Management: Efficiently manage projects, ensuring adherence to timelines and budgets while delivering high-quality outcomes.
Requirements:
- 7 years of tax experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
- Experience with Gift, Estate, and Trust tax planning and compliance experience a plus;
- Bachelor's degree in Accounting;
- Advanced degree or degree required (MST, MAcc, JD/LLM, or CPA);
- Proficiency with Microsoft Office (Excel, PowerPoint, and Word);
- Experience managing multiple projects including scheduling, budgeting, corresponding with clients, and billing;
Benefits:
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including health, dental, and retirement plans.
- Professional development opportunities and continued education support.
- A collaborative and inclusive work environment.