Senior Director, Private Client Tax

Private Investigator Norfolk
Roseland, New Jersey, US
Full-time

Our client is a business services firm. They seek a Senior Director, Private Client Tax to join their Roseland, NJ office.

Responsibilities

  • Review Individual, Fiduciary, Corporate, Partnership, Gift, Estate and Foundation tax returns
  • Assess supporting tax return work papers and documents for tax positions and conclusions
  • Deliver and manage high-level corporate and state tax services for corporate clients
  • Work with clients from an individual perspective and coordinate tax research and planning
  • Manage multiple client engagement projects and work as part of a multidisciplinary team
  • Stay up to date on relevant tax matters and new and upcoming developments
  • Uphold professionalism and collaboration when working with internal and external clients
  • Utilize technology to enhance and streamline the tax preparation and reporting process
  • Develop potential opportunities and contacts for business development

Requirements

  • Bachelor’s degree, MBA preferred
  • 9+ years of HNW tax experience
  • Ptsp experience preferred
  • Public or combo accounting background
  • Familiar with real estate tax preferred
  • Skilled in RIA and GoSystems
  • CPA strongly preferred

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2 days ago
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