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Director, Private Client Services Tax

Location: Miami, FL, United States
Date Posted: Oct 23, 2023

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Description

Senior Director, Private Client Services Tax

Alvarez & Marsal is currently looking for a Senior Director for its rapidly-growing Private Client Services tax practice. Our Private Client Services practice works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Our ideal candidate will have an extensive and diverse tax background with a focus in providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax; strong interpersonal skills with an approachable and professional demeanor that allows them to work well with others; excellent verbal and written communication skills; ability to coordinate, prioritize, and successfully meet multiple deadlines; thrives in a fast paced and dynamic environment; is a team player but able to work independently.

What you will be doing:

As a Senior Director of the Private Client Services Tax team, you will be responsible for the following:

  • Strong technical skills with tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114;
  • Identify, research, and provide analysis on a wide range of complex tax issues;
  • Perform as part of a multidisciplinary team;
  • Assist with tax-planning responsibilities for individual clients;
  • Supervise associates and teach technical concepts to various levels of staff;
  • Clearly communicate work plan and objectives and manage project assignments;
  • Apply tax technical knowledge to specific client situations;
  • Develop trusted relationships with client personnel and collaborate with clients to compile project information and resolve issues;
  • Deliver a high-quality project on time and on budget; and
  • Ability to delegate work and effectively manage a team of people

Who will you be working with?

We are not a typical firm. We are a group of entrepreneurial, action-oriented and results-oriented professionals who take a hands-on approach to solving our clients’ problems and helping them reach their potential.  We are nimble, resourceful, and proactive but adapt quickly when changes are needed. We present you with opportunities, not a playbook, and we reward you based on your achievements, not your tenure.

How will you grow and be supported?

As a demonstration of A&M’s strong commitment to its people, we offer benefits to support your career, personal and professional development. Click to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Learn more about why A&M is a great place to work.

Qualifications: 

  • 7+ years of tax experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
  • Experience with Gift, Estate, and Trust tax planning and compliance experience a plus;
  • Experience with consulting on various international tax matters, such as cross-border and pre-immigration planning and related compliance matters a plus;
  • Bachelor's degree in Accounting;
  • Advanced degree or degree required (MST, MAcc, JD/LLM, or CPA);
  • Big 4 experience a plus;
  • Proficiency with Microsoft Office (Excel, PowerPoint, and Word);
  • Proficiency with BNA Income Tax Planner;
  • Prior experience in researching technical tax issues in RIA, CCH IntelliConnect, BNA, and/or Lexis-Nexis and in preparing tax memoranda;
  • Experience managing multiple projects including scheduling, budgeting, corresponding with clients, and billing;

Compensation Statement:

The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.  Please ask your recruiter for details.

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Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Voluntary Inclusion

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor or any other characteristics in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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