- Generating and identifying opportunities for new business; track record of networking, thought leadership, conferences, etc.
- Maintain active communication with clients to manage expectations, ensure satisfaction and lead change efforts effectively.
- Contribute to a strong client relationship through positive interactions and consulting with client personnel and client.
- Negotiate the purchase, financing, and monitoring of major assets.
- Multi-jurisdictional planning in accordance with SALT and international tax groups.
- Ensure staffing & coverage needs are met as needed.
- Identify and act as co-lead with Partner for client onboarding; function as Partner on certain accounts.
- Recognized role as a mentor and leader within the group.
- Final review bonus payrolls to officers from loan out entities.
- Manage planning and execution of multiple engagement(s)/client(s).
- Recognize income, gift, estate tax issues that arise in conjunction with clients’ matters.
- Understand and manage firm risk on engagement(s) and proposals within budgetary and time constraints.
- Investment analysis & life planning.
Requirements
- 12-15 years of experience in the business management or family office industry
- 9-12 years of experience in the business management or family office industry & Bachelor’s Degree (Accounting, Business Administration, Economics or related field)
- Active CPA, EA, CFP or PFS preferred but not required
- Technical skills focused on quality
- Business acuity focused on the firm and our clients
- Leadership skills focused on talent
- Entrepreneurial innovation focused on advancing the firm and the profession
- Interpersonal skills focused on the team
Hard Skills
- Multi-Jurisdictional Planning
- Investment Analysis
- Tax Issue Recognition
- Engagement Management
- Financial Monitoring
Soft Skills
- Interpersonal Skills
- Communication Skills
- Leadership Skills
- Networking Skills
Certifications & Qualifications
- CPA
- EA
- CFP
- PFS