Director, Federal Tax (Private Client Services)

Alvarez & Marsal; New York (NY); Sur place; USD 130 000 - 175 000; Plein temps

Avantages offerts par ce poste

Healthcare plans

401(k) retirement savings plan

Paid time off

Résumé du poste

Alvarez & Marsal in New York seeks a Director to lead tax planning for high net worth individuals, focusing on income tax, wealth transfer, and international tax. You will guide associates, manage multiple engagements, and build strong client relationships.

The role requires extensive tax experience, leadership capability, and advanced Excel skills, with GoSystems and OneSource experience preferred. This is a high-impact, client-facing leadership position within PCS.

Qualifications

• Bachelor's degree in Accounting or equivalent required.
• 5+ years with high net worth individuals in tax planning and returns.
• CPA or Licensed Attorney status required.
• Proven leadership of teams and multiple work streams.
• Strong client relationship building and advisory skills.
• Advanced Microsoft Office skills (Excel essential).
• Experience with GoSystems and OneSource preferred.

Responsabilités

• Manage tax and consulting projects for high net worth individuals in income tax, wealth transfer, and international tax.
• Lead tax-planning efforts and supervise associates, senior associates, and managers.
• Research and analyze complex tax issues and quantify impacts clearly.
• Oversee budgets, billing, and resource management on multiple engagements.
• Build client relationships and understand client businesses for tailored solutions.
• Support business development and client pitches.

Connaissances

Tax planning

Client relationships

Team leadership

Communication

Research & analysis

Microsoft Office

GoSystems

OneSource

Formation

Bachelor's degree in Accounting

CPA or Licensed Attorney

Outils

GoSystems

OneSource

Description du poste

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who 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 why our people love working at A&M.

Description

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who 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 why our people love working at A&M.

The Team

We're currently growing one of our Federal Tax specialty areas, our Private Client Services (PCS) practice. PCS 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. Due to our tremendous growth, we're seeking a Director to join our team.

How You Will Contribute

• Manage tax and consulting services projects for high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
• Demonstrate extensive technical skills with tax compliance assignments for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
• Work as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients
• Identify, research, and provide analysis on a wide range of complex tax issues
• Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
• Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
• Build client relationships and demonstrate a working knowledge of client businesses
• Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
• Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
• Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
• Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
• Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process

Qualifications

• Bachelor's degree in Accounting
• 5 + years' of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
• CPA or Licensed Attorney
• Prior proven experience leading others while managing multiple work streams
• Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
• Passion for training and mentoring staff
• Excellent verbal and written communication skills, with the ability to establish credibility and influence clients
• Excellent research, writing, and analytical skills
• Advanced user of all Microsoft Office products (with an emphasis on Excel)
• Experience with GoSystems, OneSource, and research software preferred
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
• Detail-oriented and possess strong organizational skills

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

• Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan
• Employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal
• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave

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.