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Tax Director (HNW Individuals)
Tax Director (HNW Individuals)Navigate Search • Los Angeles, CA, United States
Tax Director (HNW Individuals)

Tax Director (HNW Individuals)

Navigate Search • Los Angeles, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Executive Recruiter | Public Accounting | Business Management | Focused on Scalable Team Building in Entertainment & Accounting

Responsibilities

  • Lead and manage one or more business management client service teams.
  • Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed.
  • Review financial statements, tax returns, cash flow reports, other financial reporting and client meeting packages.
  • Prepare financial statement summaries as required for Partners.
  • Assist Partners with special projects including, but not limited to real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting.
  • Regular communication with Partners regarding client financial matters.
  • Regular communication with clients to answer questions, fulfill requests, and provide financial advice when needed.
  • Attend client financial meetings.
  • Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes.
  • Coordinate with the tax department on client tax matters.
  • Other related duties as assigned.

Planning and Operations

  • Assist in preparing client’s short and long term financial projections.
  • Monitor and direct the implementation of strategic business plans.
  • Manage cash flow between client entities, investment accounts, and bank accounts and plan for future cash needs.
  • Provide input to the tax department to create annual tax projections.
  • Participate in key decisions as a member of the management team.
  • Provide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.
  • Manage one or more business management accounting teams.
  • Ensure deadlines are being met, and internal processes and procedures are being followed.
  • Work as part of the new client onboarding team as needed.

    • Education / Experience Requirements

  • Bachelor's degree in Accounting; or other related Business field preferred.
  • Certified Public Accountant or Enrolled Agent preferred.
  • 10-15 years of related experience in the Business Management or Family Office fields, and / or working with high-net-worth individuals.

    • Seniority Level

    Director

    Employment Type

    Full-time

    Job Function

    Accounting / Auditing

    Industries

    Staffing and Recruiting and Accounting

    Benefits

  • Medical insurance
  • Vision insurance
  • 401(k)

    • #J-18808-Ljbffr

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