Tax Partner - Private Client Services

Daley and Associates

Boston, MA

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JOB DETAILS

SALARY

$350,000–$400,000 Per Year

SKILLS

Certified Public Accountant (CPA), Communication Skills, Consulting, Customer Relations, Customer Support/Service, Fiduciary, High Net Worth, Leadership, Mentoring, Organizational Skills, Presentation/Verbal Skills, Private Client Services, Public Accounting, Tax Accounting, Tax Regulations, Writing Skills

LOCATION

Boston, MA

POSTED

30 days ago

Tax Partner - Private Client Service (Hybrid)
This is a unique opportunity for a senior-level tax professional with significant Private Client Services experience. Our client is looking for a seasoned tax professional who has worked with ultra-high-net-worth clients. This is a client-facing leadership role with significant growth and wealth-creating opportunities for the incoming Tax Partner. This Partner will be both strategic and tactical. The partner will help guide the practice in its expansion of services and clientele. The Partner will mentor, train, hire, and build a world-class private client services tax team. The target base salary is $350,000-$400,000 plus bonus. If you want to be a Partner in one of the country's largest public accounting firms with an established client base, don't wait. Send your resume to sflaherty@daleyaa.com.

Our client is flexible on an East Coast location. Relocation is also an option. This is a Hybrid opportunity.

Responsibilities:

Personal, fiduciary, foundation, gift, and estate Tax compliance and consulting.
Navigate the complexities of each of their individual tax strategies, challenges, and provide solutions.
Manage, develop, and grow a team.
Act as a High Net Worth Tax Subject Matter Expert

Requirements:

CPA
Private Client Services experience dealing with ultra-high net worth tax clientele for 10+ years
Engagement management experience
Experience interfacing with High Net Worth Individuals and Families
Exceptional organizational skills
Exceptional communication skills - verbal & written
Ability to manage, grow, and mentor a team
Must be a Leader
Compensation $350K to $400.0K (based on experience) plus bonus plus exceptional benefits.
Email resume to sflaherty@daleyaa.com

#LI-SF1
#LI-Hybrid

About the Company

Daley and Associates

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.

Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

COMPANY SIZE

20 to 49 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2005

WEBSITE

http://daleyaa.com/

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