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Head of Tax Services

Responsibilities

• Oversees the teams that handle the data collection for third-party tax compliance partner
• Reviews quarterly and annual tax reports and filings for clients for select group of clients
• Partners closely with the Head of Tax Policy & Research to evaluate tax regulations and develop and implement strategies to diminish tax burden of clients
• Proactively partners with the Private Advisors teams to address client / prospect needs

Qualifications

• Bachelor's Degree required in Accounting
• 8-10 years of accounting/tax experience is required
• CPA is preferred
• Experience with providing tax services to high new worth or ultra-high net worth individuals

Skills

• In depth knowledge of accounting processes
• Strong attention to detail with excellent analytical skills
• Outstanding written and verbal communication skills
• Organized and have the ability to handle multiple moving projects
• High level of integrity, professionalism, and ability to handle sensitive information with confidentiality
• Intellectually curious, global perspective, high energy, driven, ambitious, commercial; works well in fast-paced environment
• Adaptable, comfortable in ambiguity. Knows how to solve problems, communicate ideas, drive agendas, and build consensus
• Creative problem-solving skills and entrepreneurial mindset with ability to manage small teams with limited resources