Tax Partner, Director and Senior Tax Manager, PCS
On-siteMidtown, Tennessee, United States
Midtown, Tennessee, United StatesOn-siteFull TimeSenior LevelBachelors Degree
Full TimeSenior LevelBachelors Degree
Job Summary
Manage staff in tax compliance, record keeping, book keeping, and bill paying while overseeing trust and estate planning for high net worth individuals, families, and trusts. Tailor services around families, handle cash flow management and forecasting, and coordinate insurance needs with clients' brokers. Develop business by coordinating tax strategies with investment advisors and connecting with third-party industry service providers. Requires a Bachelor's degree, J.D., LLM in Accounting/Taxation, or Master's in Taxation. Apply via email to info@TaxRecruitingSpecials.com with Job Title, Location, and Compensation.
Required Qualifications
- Bachelor's degree, J.D., LLM in Accounting/Taxation and/or Master's in Taxation (MST)
- tax advisory and compliance services in support of high net worth individuals, families and trusts and estates
- Understanding of tax and trust & estate issues faced by highly affluent families
- Understands personal insurance needs
- Understand investments and the market
- Ability to connect to third party industry service providers
- Strong client service skills
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