KSM (Katz, Sapper & Miller)
Tax Director - High Net Worth
KSM (Katz, Sapper & Miller), Cincinnati, Ohio, United States, 45208
Tax Director – High Net Worth
Description
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things.
Our firm is rooted in entrepreneurialism and committed to excellence – for our employees, our clients, and our communities. At KSM, you’ll be empowered to hone your skills and develop your interests. You’ll feel valued and cared for – and challenged – in a fun, collegial environment where you’re appreciated as an individual with singular talents. And you’ll be rewarded for growing, leading, and innovating. Because our vision for you is that you come to work every day and do your very best work. To be there for your teammates. To best serve our clients. And to realize your full potential as a professional – and as a person.
Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.
Position Summary:
Seeking Tax Director to focus on our High-Net-Worth clients. The HNW Tax Director will work closely with partners, as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements.
Responsibilities:
This person will fully handle client relationships and serve as the point of contact for High-Net-Worth clients.
Provide tax compliance and advisory services to High-Net-Worth Individuals, multi-state fillings, and complex tax matters.
Oversees planning and scheduling of engagements.
Research complex tax issues.
Ensures quality of work product.
Coaches/mentors individual team members.
Provides formal and informal feedback.
Communicates progress to partners.
Develops and maintains strong client relationships with client personnel and prospective clients.
Works closely with clients to advise on income tax issues and related tax planning.
Requirements/Qualifications:
Undergraduate degree in accounting; Master's in Tax a plus.
CPA certificate strongly preferred.
High level of expertise in High-Net Worth, Trust and Gift tax (both the compliance and planning aspect).
Minimum 10 years of tax experience required with a strong technical background in high-net-worth individual taxation.
Experience with large families and their family offices.
Must have the ability to lead a team through compliance, proactive planning, and strategic consulting.
Real estate experience would be a plus.
Strong organizational and management skills.
Excellent written, oral communication and documentation skills.
Ability to articulate complex tax matters in "business" language.
Ability to integrate in a team with others.
Ability to work effectively in a demanding, fast-paced and complex environment.
Strong team player with emphasis on the continued growth and development of team members.
Excellent analytical skills and judgement.
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Description
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things.
Our firm is rooted in entrepreneurialism and committed to excellence – for our employees, our clients, and our communities. At KSM, you’ll be empowered to hone your skills and develop your interests. You’ll feel valued and cared for – and challenged – in a fun, collegial environment where you’re appreciated as an individual with singular talents. And you’ll be rewarded for growing, leading, and innovating. Because our vision for you is that you come to work every day and do your very best work. To be there for your teammates. To best serve our clients. And to realize your full potential as a professional – and as a person.
Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.
Position Summary:
Seeking Tax Director to focus on our High-Net-Worth clients. The HNW Tax Director will work closely with partners, as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements.
Responsibilities:
This person will fully handle client relationships and serve as the point of contact for High-Net-Worth clients.
Provide tax compliance and advisory services to High-Net-Worth Individuals, multi-state fillings, and complex tax matters.
Oversees planning and scheduling of engagements.
Research complex tax issues.
Ensures quality of work product.
Coaches/mentors individual team members.
Provides formal and informal feedback.
Communicates progress to partners.
Develops and maintains strong client relationships with client personnel and prospective clients.
Works closely with clients to advise on income tax issues and related tax planning.
Requirements/Qualifications:
Undergraduate degree in accounting; Master's in Tax a plus.
CPA certificate strongly preferred.
High level of expertise in High-Net Worth, Trust and Gift tax (both the compliance and planning aspect).
Minimum 10 years of tax experience required with a strong technical background in high-net-worth individual taxation.
Experience with large families and their family offices.
Must have the ability to lead a team through compliance, proactive planning, and strategic consulting.
Real estate experience would be a plus.
Strong organizational and management skills.
Excellent written, oral communication and documentation skills.
Ability to articulate complex tax matters in "business" language.
Ability to integrate in a team with others.
Ability to work effectively in a demanding, fast-paced and complex environment.
Strong team player with emphasis on the continued growth and development of team members.
Excellent analytical skills and judgement.
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