Tax Director

Description Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client, is a private investment firm, offers family office services and personalized wealth management, they manage over $50 billion in assets.Enjoy a HYBRID schedule, competitive compensation package, including performance-based bonuses, comprehensive health benefits, retirement plans, disability insurance, and pre-tax commuter benefits.Responsibilities:

Leading tax advisory, preparation, planning, and review for high-profile clients.

Delivering complex tax planning and compliance services.

Collaborating cross-functionally for integrated wealth planning.

Advising on various tax issues and using technology to improve tax operations.

Maintaining client relationships, business developments, and staying up-to-date with tax trends.

Requirements

Bachelor's degree in related field.

CPA certification.

Solid tax experience, especially with federal/state partnership tax returns.

Comprehensive understanding of family wealth planning and equity compensation models.

Excellent research skills and capacity to apply tax regulations.

Proficiency in complex Schedules K-1, foreign reporting, and multi-state filings.

Outstanding communication skills, able to work dynamically and protect client confidentiality.

IT competency, particularly with tax software and Microsoft Office. Salesforce is a plus.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .