Director, Federal (Private Client Services) at Alvarez & Marsal Tax, LLC in New York, New York

Job Description:

Description

A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.

We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.

We're currently growing one of our Federal Tax specialty areas, our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Director to join our team.

What Will You Be Doing?

As a Director within Private Client Services, Tax you will:

• Manage tax and consulting services projects for high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax


• Demonstrate extensive technical skills with tax compliance assignments for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114


• Work as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients


• Identify, research, and provide analysis on a wide range of complex tax issues


• Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets


• Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis


• Build client relationships and demonstrate a working knowledge of client businesses


• Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product


• Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere


• Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams


• Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives


• Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process

At A&M, we know our people drive our growth, and we're focused on providing an employee experience that supports professional and personal development. We provide our team with a robust performance development process which encourages continuous learning and development that rewards you for your contributions. We have the best technical and formalized on-the-job training and offer endless opportunities for professionals to acquire new skills. We also prioritize your well-being and provide personal tools and resources to support you through your personal journey. Click to learn about our commitment to your well-being. Our Tax professionals consistently share their favorite attributes of A&M are the growth opportunities, our unique, entrepreneurial culture and of course, the fun we have together. The possibilities are endless for high performing and passionate tax professionals. Click to learn more about why A&M is a great place work.

Qualifications:

• Bachelor's degree in Accounting


• 5 + years' of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns


• CPA or Licensed Attorney


• Prior proven experience leading others while managing multiple work streams


• Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables


• Passion for training and mentoring staff


• Excellent verbal and written communication skills, with the ability to establish credibility and influence clients


• Excellent research, writing, and analytical skills


• Advanced user of all Microsoft Office products (with an emphasis on Excel)


• Experience with GoSystems, OneSource, and research software preferred


• Ability to simultaneously work on several projects and effectively manage deadlines


• High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches


• Detail-oriented and possess strong organizational skills

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.

The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

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