Senior Partner & Trusted Advisor for High Net Worth Clients

LeoForce; New York (NY); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Health, dental, life insurance

Vision insurance (optional)

PTO & extended sick leave

Paid holidays including Personal Day

401(k)

Job summary

LeoForce in New York is seeking a Director to lead client engagements for high-net-worth individuals and closely held businesses, delivering top-tier execution and outcomes. The position emphasizes strategic leadership, superior client service, and the role of trusted advisor to partners and clients alike, with a compensation package reflecting seniority and market norms.

Competitive benefits include comprehensive health and retirement options, with opportunities for professional growth and team

Qualifications

• CPA preferred but EA considered
• Requires expertise with High Net Worth Individuals and closely held businesses
• Exceptional client service skills leading to the highest quality of execution and delivery of client engagements
• Strong leadership and staff development skills for coaching a client service team
• Exceptional interpersonal skills for collaborating with other partners and for providing guidance to clients as their trusted advisor
• Excellent problem solving, organizational, and analytical skills

Skills

Leadership

Client service

Interpersonal skills

Problem solving

Analytical skills

Education

CPA or EA certification

Job description

LeoForce in New York is seeking a Director to lead client engagements for high-net-worth individuals and closely held businesses, delivering top-tier execution and outcomes. The position emphasizes strategic leadership, superior client service, and the role of trusted advisor to partners and clients alike, with a compensation package reflecting seniority and market norms.

Competitive benefits include comprehensive health and retirement options, with opportunities for professional growth and team