Senior Director, Federal Tax (Private Client Services)

Alvarez & Marsal; New York (NY); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement savings plan

Paid time off and holidays

Job summary

Alvarez & Marsal is seeking a Senior Director for its Private Client Services tax practice in the United States. You will build long-term client relationships with private companies and high net worth individuals, lead compliance for various entities, review complex tax issues, and guide teams through engagements with strong budgeting and staffing oversight.

The role emphasizes mentoring, business development, and delivering proactive tax strategies while staying current with law changes to

Qualifications

• 8+ years’ tax experience focused on high net worth individuals.
• Experience leading teams and engagements.
• CPA or Licensed Attorney.
• Proven mentoring, coaching and development abilities.
• Demonstrated trusted advisor to clients with actionable insights.

Responsibilities

• Establish long term consultative relationships with private companies and high net worth individuals.
• Lead tax compliance for partnerships, S-corporations, trusts and individuals.
• Review research and analysis on complex tax issues.
• Mentor team members and manage staffing and budgets across engagements.
• Pursue business development opportunities and build client relationships.

Skills

Mentoring

Coaching

Developing teams

Trusted advisor

Communication

Excel

Financial analysis

Tax knowledge

Client relationships

Education

Bachelor’s degree in Accounting

Tools

BNA Income Tax Planner

CCH IntelliConnect

LexisNexis

Job description

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

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.

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 Senior Director to join our team.

How You Will Contribute

• Establish long term consultative relationships with private companies, their owners, and high net worth individuals by providing your expertise on a variety of technical subjects including individual income tax, wealth transfer and succession planning, and international tax
• Lead the tax compliance process for partnerships, S-corporations, trusts, and individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
• Review research and analysis on a wide range of complex tax issues
• Build relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution
• Manage risk, staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgets
• Provide supportive leadership by providing development and career guidance through mentoring and performance feedback to your team. You will drive your team to stay up to date in tax law changes and apply the most current and innovative tax practices in order to create and sustain a respected reputation in the market
• Build relationships across Tax and the rest of A&M. Develop a deep understanding of the areas of expertise across the firm in order to present clients with opportunities for additional support
• Champion diversity, equity and inclusion across all aspects of the practice
• Build, manage, direct and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
• Build consultative relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution of projects
• Actively pursue business development opportunities and prioritize where and how to source new relationships
• Regularly meet with contacts to discuss broad business issues and provide insight regarding how Tax and A&M can help address their critical business issues
  

Qualifications

• Bachelor’s degree in Accounting
• 8 + 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
• 4+ years’ experience managing teams and engagements
• CPA or Licensed Attorney
• Passion for mentoring, coaching and developing teams
• Proven experience working as trusted advisor to clients with a demonstrated ability to help clients understand and interpret analysis, deliverables and recommendations
• Prior proven experience leading others while managing risk, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
• Excellent verbal and written skills, with the ability to establish credibility and influence clients
• Advanced user of all Microsoft Office products (with an emphasis on Excel)
• Prior experience in researching technical tax issues in RIA, CCH IntelliConnect, BNA, and/or Lexis-Nexis and in preparing tax memoranda
• Proficiency with BNA Income Tax Planner
• Self-motivated with a high degree of intellectual curiosity. Strong desire to learn and grow Actively identifies trends and new ideas for enhancing solutions and approaches, particularly with technology
• Demonstrated ability to run large complex engagements while overseeing multiple teams and ensuring excellence

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 foster 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.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of 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. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for 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 amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.

The salary range is $175,000 - $225,000 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.