Our client, an ultra high net worth family office, is seeking a Head of Tax to join their team.
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