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Director of Tax Planning

Job Description

Ref ID: 04510-9502379412

Classification: Tax Director

Compensation: $100000.00 to $150000.00 yearly

My client, an award winning and prestigious wealth management firm based in Tysons Corner, Virginia, is looking to add a Director of Tax Planning to their group. This is a fantastic opportunity for a skilled tax expert that boasts fantastic work-life balance, great benefits and a collaborative, tight knit office atmosphere. The Director of Tax Planning is a highly interactive, client-facing role that will be responsible for the following:

• Tax consulting and strategy for high net worth clientele, including strategy surrounding investments, insurance, retirement, estate plans, taxation of complex investment products, etc.
• Review of client tax returns
• Provide recommendations and comparison of proposed tax strategies
• Pro forma tax projections
• Interface with client tax preparers as necessary
• Answering internal and client tax related queries

Job Requirements

Candidates for the Director of Tax Planning role should meet the following requirements:

• Excellent polish, written and verbal communication skills - this person will be responsible for interfacing directly with clients and individuals at each level of the organization internally
• Active CPA license required
• PFS (Personal Financial Specialist) certification is preferred
• 5+ years experience in tax strategy and planning for high net worth individuals
• Bachelor's degree in Accounting, Finance or related field required
• Creative thinker who is able to utilize their tax expertise to present unique solutions and ideas to clients

For more information on this role or any of the others that we are currently working on, please send an updated resume to Matt Shoe [Click Here to Email Your Resumé]) in confidence.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-VA-McLean
Employment Type Full-Time
Pay Type Year
Pay Rate $100,000.00 - $150,000.00 /Year
Store Type Accounting, Finance
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Company Overview

Robert Half Finance & Accounting U.S

Robert Half Finance & Accounting pioneered specialized financial recruitment in 1948 and today, as a result, is the worldwide leader in the industry. We specialize in placing experienced professionals in areas such as accounting, finance, credit and collections, bookkeeping, payroll and taxation. For six decades, we have developed lasting relationships with the industry- leading companies we serve, giving us access to the best career opportunities for our candidates. Learn More

Contact Information

US-VA-McLean
Recruiter
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-VA-McLean
Location:
Full-Time
Employment Type:
Year
Pay Type:
$100,000.00 - $150,000.00 /Year
Pay Rate:
Accounting, Finance
Store Type:

Job Description

Ref ID: 04510-9502379412

Classification: Tax Director

Compensation: $100000.00 to $150000.00 yearly

My client, an award winning and prestigious wealth management firm based in Tysons Corner, Virginia, is looking to add a Director of Tax Planning to their group. This is a fantastic opportunity for a skilled tax expert that boasts fantastic work-life balance, great benefits and a collaborative, tight knit office atmosphere. The Director of Tax Planning is a highly interactive, client-facing role that will be responsible for the following:

• Tax consulting and strategy for high net worth clientele, including strategy surrounding investments, insurance, retirement, estate plans, taxation of complex investment products, etc.
• Review of client tax returns
• Provide recommendations and comparison of proposed tax strategies
• Pro forma tax projections
• Interface with client tax preparers as necessary
• Answering internal and client tax related queries

Job Requirements

Candidates for the Director of Tax Planning role should meet the following requirements:

• Excellent polish, written and verbal communication skills - this person will be responsible for interfacing directly with clients and individuals at each level of the organization internally
• Active CPA license required
• PFS (Personal Financial Specialist) certification is preferred
• 5+ years experience in tax strategy and planning for high net worth individuals
• Bachelor's degree in Accounting, Finance or related field required
• Creative thinker who is able to utilize their tax expertise to present unique solutions and ideas to clients

For more information on this role or any of the others that we are currently working on, please send an updated resume to Matt Shoe [Click Here to Email Your Resumé]) in confidence.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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Director of Tax Planning Apply now