GHJ is seeking an accomplished High Net Worth (HNW) Tax professional with deep experience in serving high net worth individuals and their related entities. This position reports to the Tax Department Practice Leader. The Tax HNW Managing Director will be responsible for leading client engagements requiring individual, trust and gift tax expertise. The ideal candidate will have advanced technical skills in a variety of tax areas, along with well-developed and demonstrated management and supervisory skills. Administrative, leadership, and business development responsibilities are also key elements for this position.
Responsibilities
Managing the preparation and review of individual, trust and gift tax returns for high net worth individuals and their families; Performing technical tax review and approval of all tax returns of any complexity; Participating in client meetings and tax planning efforts for a variety of clients; Acting as a resource for tax preparers/specialists on specific tax issues and/or questions; Communicating to the appropriate firm personnel important tax and tax developments affecting the firm's clients; Managing governmental tax examinations; may represent the client before the appropriate taxing authorities; Supervising tax staff and providing on-the-job training; Working to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs; Maintaining a knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate; Participating in firm's practice development efforts through involvement with referral sources, community and industry activities
Requirements
10+ years of experience in public accounting (tax), demonstrating a proven ability in handling tax complexity, scope, and research; Prior leadership of client engagements and supervisory experience of managers and staff; Required exposure to Forms 1040, 1041, 1065, 1120S, and 709; Excellent oral & written communication skills; Self-starter with the ability to work independently and use good judgment; Strong interpersonal skills; Creative thinker with entrepreneurial approach to client interactions, including tax planning and bringing value to clients; Willingness to lead firm or tax department initiatives and be seen as a leader in the tax department; Bachelor's degree in Accounting, Business, or related equivalent; CPA certification or active law license required
Nice to have
Experience with forms 5227 (Split Interest Trust Information return) and 706 (Estate return); Masters of Science degree in Taxation or a J.D. highly preferred
Stany Zjednoczone · Los Angeles
