Vice President Sales Jobot
New York, NY10 days ago
- $150,000–$250,000 Per Year
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Skills
- Accounting Certificationsunmatched
- Business Developmentunmatched
- Business Growthunmatched
- Certified Public Accountant (CPA)unmatched
- Communication Skillsunmatched
- Consultingunmatched
- Customer Relationsunmatched
- Customer Relationship Management (CRM)unmatched
- Customer Support/Serviceunmatched
- Federal Laws and Regulationsunmatched
- Fiduciaryunmatched
- High Net Worthunmatched
- Industry/Trade Analysisunmatched
- Investment Servicesunmatched
- Leadershipunmatched
- Maintain Complianceunmatched
- Public Accountingunmatched
- Risk Managementunmatched
- State Laws and Regulationsunmatched
- State Taxunmatched
- Strategic Planningunmatched
- Tax Accountingunmatched
- Tax Planningunmatched
- Tax Regulationsunmatched
- Team Lead/Managerunmatched
- Time Managementunmatched
- Trust Lawunmatched
- Vehicle Drivingunmatched
- Wealth Managementunmatched
Description
A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire an experienced High-Net-Worth Tax Partner/Director, Private Client Group to join their teams. This is a hybrid position is in New York City.
TheHigh-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth.
RESPONSIBILITIES:
QUALIFICATIONS:
Education:
Experience:
Compensation:
TheHigh-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth.
RESPONSIBILITIES:
- Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks.
- Deep technical skills around individual and trust tax law.
- Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year.
- Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters.
- Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service.
- Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources.
- Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning.
- Work closely with estate attorneys, investment advisors, and family office professionals to provide comprehensive wealth management solutions.
QUALIFICATIONS:
Education:
- Bachelor's degree in Accounting, Taxation, or related field.
- CPA preferred.
Experience:
- 12+ years of experience specializing in HNW tax advisory, with leadership experience.
- Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies.
- Strong business development skills with a track record of growing and managing a book of business.
- Exceptional client relationship management and communication skills.
Compensation:
- Competitive annual salary in the range of $200, 000 to $500, 000+, based on individual's experience level.
Numbers & Facts
| Location | New York, NY |
| Industry | Staffing/Employment Agencies |
| Salary | $200,000 |
| Company Size | 50 to 99 employees |
| Year Founded | 2002 |
| Website | https://phaxis.com/ |
About Company
We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
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