Executive Director
About the Company
Diverse financial services firm & investment bank
Industry
Financial Services
Type
Public Company
Founded
2000
Employees
10,001+
Categories
Specialties
Business Classifications
About the Role
The Company is seeking a Senior Tax Strategist to join its Private Advisory team. The successful candidate will be part of a cross-disciplinary group of global specialists dedicated to delivering innovative strategies and working closely with private bank advisors to assist clients in making informed decisions. The role involves engaging with clients and prospects to develop bespoke solutions for complex tax and wealth structuring situations, as well as authoring thought leadership and participating in presentations to share wealth planning advice. The Senior Tax Strategist will also be responsible for collaborating with internal partners, acting as a subject matter expert on legislative and regulatory issues, and providing education and training on important tax topics. Applicants must have a Bachelor's degree, a JD or CPA, and at least 6 years' experience in an analytically demanding role within the financial services industry, with a focus on high net worth individuals. The role requires in-depth knowledge of income taxes, transfer taxes, estate planning, and fiduciary law. The ideal candidate will be a proactive team player with the ability to work independently, possess strong communication skills, and have a good understanding of the Microsoft Office suite. A willingness to travel and the ability to build and maintain professional relationships are also essential.
Hiring Manager Title
Head of Tax Strategy for the Private Bank
Travel Percent
Less than 10%
Functions
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