Director, Private Client Tax & Wealth Planning
Alvarez & Marsal
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Benefits offered by this job
Job summary
Alvarez & Marsal is seeking a Director in Private Client Services, Tax to lead tax planning for high net worth individuals and manage complex engagements. You will supervise a multi-level team and coordinate with multidisciplinary professionals on wealth transfer, international tax, and advisory matters.
The role requires a CPA or Licensed Attorney with 5+ years of experience, excellent communication, and a client-focused mindset.
Qualifications
- Bachelor’s degree in Accounting required.
- 5+ years’ experience serving high net worth individuals in tax planning.
- CPA or Licensed Attorney credentials required.
- Demonstrated leadership experience managing multiple work streams.
- Strong communication, research, writing and analytical skills.
Responsibilities
- Manage tax and consulting projects for high net worth individuals.
- Lead tax planning, wealth transfer and international tax engagements.
- Directly supervise Associates, Senior Associates and Managers.
- Identify tax issues and provide clear, actionable analyses.
- Oversee budgets, billing and time management on engagements.
- Support business development and client relationship building.
Skills
Education
Tools
Job description
Alvarez & Marsal is seeking a Director in Private Client Services, Tax to lead tax planning for high net worth individuals and manage complex engagements. You will supervise a multi-level team and coordinate with multidisciplinary professionals on wealth transfer, international tax, and advisory matters.
The role requires a CPA or Licensed Attorney with 5+ years of experience, excellent communication, and a client-focused mindset.
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