International Search Consultants
Senior Vice President, Director of Tax
International Search Consultants, South Pasadena, California, United States, 91030
Join a dynamic team as the Director of Tax of a well-established wealth management firm, where you'll play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes. We're looking for someone with deep expertise in federal and state tax laws. Having some experience in the following areas with regard to tax would be a plus: trusts, individual taxation, pass-through entities, and federal gift and estate taxes. Strong leadership and communication skills are essential to excel in this role.
As a key leader in the organization, reporting directly to the CFO, you will head a dedicated team of eight professionals within the Tax Department (A manager leads the team's day-to-day responsibilities). You'll collaborate with Client Advisors to deliver insightful tax projections, timely alerts, comprehensive summaries, and strategic advice. Your primary focus will be on building sophisticated tax models, drafting federal and state tax alerts, and preparing detailed tax planning presentations.
Educational Qualifications:
Bachelor's degree from an accredited four-year college or university with a strong academic record.Master's degree in Taxation or a Juris Doctor (JD) is preferred, though not required.CPA certification is mandatory.Experience Requirements:
A minimum of 10 years of relevant experience, ideally with a background in a Big Four accounting firm.Comprehensive knowledge of federal, state, and local tax laws.Advanced proficiency in Microsoft Excel, PowerPoint, Word, SharePoint, and OneDrive.Familiarity with tax preparation software like CCH and Thomson Reuters.Exceptional writing and verbal communication skills.Personal Attributes:
Excellent interpersonal skills and a strong client service focus.Effective communicator, both verbally and in writing.High integrity and a strong work ethic.A team player with a collaborative spirit.Highly organized with effective time management skills.Meticulous attention to detail.Valid driver's license and ability to travel by air as needed.
If you're passionate about delivering top-tier tax expertise to ultra high-net-worth clients and thrive in a collaborative, client-focused environment, we invite you to explore this opportunity by applying today.
As a key leader in the organization, reporting directly to the CFO, you will head a dedicated team of eight professionals within the Tax Department (A manager leads the team's day-to-day responsibilities). You'll collaborate with Client Advisors to deliver insightful tax projections, timely alerts, comprehensive summaries, and strategic advice. Your primary focus will be on building sophisticated tax models, drafting federal and state tax alerts, and preparing detailed tax planning presentations.
Educational Qualifications:
Bachelor's degree from an accredited four-year college or university with a strong academic record.Master's degree in Taxation or a Juris Doctor (JD) is preferred, though not required.CPA certification is mandatory.Experience Requirements:
A minimum of 10 years of relevant experience, ideally with a background in a Big Four accounting firm.Comprehensive knowledge of federal, state, and local tax laws.Advanced proficiency in Microsoft Excel, PowerPoint, Word, SharePoint, and OneDrive.Familiarity with tax preparation software like CCH and Thomson Reuters.Exceptional writing and verbal communication skills.Personal Attributes:
Excellent interpersonal skills and a strong client service focus.Effective communicator, both verbally and in writing.High integrity and a strong work ethic.A team player with a collaborative spirit.Highly organized with effective time management skills.Meticulous attention to detail.Valid driver's license and ability to travel by air as needed.
If you're passionate about delivering top-tier tax expertise to ultra high-net-worth clients and thrive in a collaborative, client-focused environment, we invite you to explore this opportunity by applying today.