Senior Director, Federal Tax - Private Client

Alvarez & Marsal; Miami (FL); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

401(k) retirement savings plan

Healthcare plans

Discretionary bonus program

Job summary

Alvarez & Marsal, a global consulting firm, seeks a Senior Director, Federal Tax (Private Client Services) to lead complex tax engagements for high net worth individuals and private companies. You will mentor teams, manage risk, and drive client success across partnerships, S‑corporations, and trusts, while navigating evolving tax laws and delivering innovative tax solutions.

You will collaborate across the Tax practice and the firm, pursue new business opportunities, and contribute to a culture

Qualifications

• Bachelor’s degree in Accounting.
• 8+ years’ tax experience focused on high net worth individuals and tax planning.
• 4+ years’ experience managing teams and engagements.
• CPA or Licensed Attorney.
• Mentoring, coaching and developing teams.
• Proven trusted advisor to clients with strong analysis and recommendations.
• Experience leading multiple engagements with risk, staffing and budgets.
• Excellent verbal and written skills and credibility with clients.
• Advanced Microsoft Office proficiency (Excel).
• Experience researching technical tax issues with RI A, CCH IntelliConnect, BNA, or LexisNexis; tax memoranda.

Responsibilities

• Establish long term consultative relationships with private companies and high net worth individuals.
• Lead tax compliance for partnerships, S-corporations, trusts, and individuals (1040, 1041, 709, FinCEN 114).
• Review research and analysis on complex tax issues.
• Build relationships with clients by understanding their business and delivering proactive support.
• Manage risk, staffing and financial performance for multiple engagements, including billing and budgets.
• Provide leadership through mentoring and performance feedback; keep team updated on tax law changes.
• Develop cross‑firm understanding to present opportunities for additional support.
• Champion diversity, equity and inclusion across the practice.
• Pursue business development opportunities and source new relationships.
• Meet with contacts to discuss business issues and how Tax and A&M can help.

Skills

Tax planning

Client advisory

Leadership

Communication

Excel

Education

Bachelor’s degree in Accounting

CPA or Licensed Attorney

Tools

Microsoft Office

BNA Income Tax Planner

RIA

CCH IntelliConnect

LexisNexis

Job description

Alvarez & Marsal, a global consulting firm, seeks a Senior Director, Federal Tax (Private Client Services) to lead complex tax engagements for high net worth individuals and private companies. You will mentor teams, manage risk, and drive client success across partnerships, S‑corporations, and trusts, while navigating evolving tax laws and delivering innovative tax solutions.

You will collaborate across the Tax practice and the firm, pursue new business opportunities, and contribute to a culture