Henderson Harbour Group
Tax Director - HNW
Henderson Harbour Group, Los Angeles, California, United States, 90079
Compensation: $250k + Equity
Tax Director, HNW – 8090
Our client, a Family Office Group of a national advisory firm with multiple locations throughout the US, is looking for a talented Tax Director. This individual must have extensive HNW and UHNW tax compliance, tax controversy, advisory and planning experience. Great opportunity for someone coming out of a Top 50 CPA firm or a small family office. Will be responsible for a small portfolio of clients across multiple industries and backgrounds.
Responsibilities Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services. Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies. Review individual, trust, estate, gift, business entity, and foundation returns. Handle Federal and State tax notices and audits. Review and analyze estate planning related legal documents. Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Be proactive and stay current on new tax legislation and tax reform. Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions. Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders. Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles. Provide internal training and guidance on tax-related topics. Manage other members of the group including monitoring their workload. Requirements BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation or Accountancy preferred. Active CPA licensed required. 8+ years progressive experience in public accounting required. Extensive experience in Tax Advisory and Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families. About our Client Family Office Group of a national advisory firm with multiple locations throughout the US. Workplace Policy : Hybrid About our Process We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Henderson Harbor roles you're qualified for/interested in. Candidates for all Henderson Harbor opportunities must be authorized to work in the United States. Henderson Harbor is an Equal Opportunity Employer.
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Responsibilities Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services. Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies. Review individual, trust, estate, gift, business entity, and foundation returns. Handle Federal and State tax notices and audits. Review and analyze estate planning related legal documents. Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Be proactive and stay current on new tax legislation and tax reform. Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions. Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders. Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles. Provide internal training and guidance on tax-related topics. Manage other members of the group including monitoring their workload. Requirements BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation or Accountancy preferred. Active CPA licensed required. 8+ years progressive experience in public accounting required. Extensive experience in Tax Advisory and Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families. About our Client Family Office Group of a national advisory firm with multiple locations throughout the US. Workplace Policy : Hybrid About our Process We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Henderson Harbor roles you're qualified for/interested in. Candidates for all Henderson Harbor opportunities must be authorized to work in the United States. Henderson Harbor is an Equal Opportunity Employer.
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