Director

Key Responsibilities:

• Foster strong, ongoing communication with clients to set clear expectations, ensure their satisfaction, and drive change initiatives effectively.
• Build lasting client relationships by maintaining a consultative approach and being recognized as the primary point of contact for their needs.
• Oversee the acquisition, financing, and management of significant assets, ensuring optimal outcomes.
• Collaborate with SALT and international tax teams to execute strategic multi-jurisdictional planning.
• Proactively address staffing and coverage requirements to ensure seamless operations.
• Partner with leadership to co-lead client onboarding efforts and, when applicable, act as the lead Partner for select accounts.
• Serve as a trusted mentor and influential leader within the team, fostering growth and development.
• Perform the final review of officer bonus payrolls processed through loan-out entities.
• Strategically plan and oversee the management of multiple engagements and client portfolios.
• Identify and address complex tax matters, including income, gift, and estate tax issues, as they arise.
• Monitor and mitigate firm risk across engagements and proposals while adhering to budgets and deadlines.
• Conduct investment analysis and provide comprehensive life-planning support to clients.
  

  Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field. Master’s degree or JD/LLM in Taxation is a plus.
• CPA or equivalent professional certification required.
• 9+ years of progressive tax experience, including client relationship management and leadership responsibilities.
• Extensive experience in multi-jurisdictional tax planning, SALT, and international tax strategies.
• Demonstrated success in managing complex client engagements and delivering results on time and within budget.
• Strong knowledge of income, gift, and estate tax principles.
• Exceptional interpersonal and communication skills, with a proven ability to build and maintain client trust.
• Strong negotiation skills, particularly related to asset purchases and financing.
• Experience co-leading initiatives, such as client onboarding or major change efforts, alongside partners or senior leadership.
• Advanced knowledge of tax software, financial tools, and Microsoft Office Suite.
• Familiarity with payroll systems and reviewing officer bonus payrolls from loan-out entities.