What are the responsibilities and job description for the Managing Director, Tax position at Perfect Placement Pros?
Managing Director, Tax is responsible for providing high-net-worth individuals and families with personalized, strategic guidance that goes beyond traditional tax compliance. Their approach begins with a deep understanding of each client's financial landscape, enabling advisors to tailor tax strategies that align with long-term goals such as wealth preservation, legacy planning, and philanthropic endeavors.
Minimum Qualifications
- Bachelor's Degree in Accounting, Taxation or related field
- 11 years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
- Current and valid CPA (Certified Public Accountant) license
Preferred Qualifications
- Master's Degree in related field
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Boca Raton, FL 33432