Tax Managing Director

About the Company

Well-established financial consulting firm

Industry Management Consulting

Type Subsidiary of a Public Company

Founded 1987

Employees 10,001+

Categories

Management Consulting Professional Services Small and Medium Businesses Consulting & Professional Services Kansas City Accounting Insurance Billing Management Tax Services Tax Law Financial Services Consulting Risk Analysis Property Appraisal Savings & Investing Mergers and Acquisitions Business Management and Planning Business Financial Services Investing CPA Services Financial Accounting

Specialties

employee management services financial management services technology management services property & casualty insurance retirement accounting tax executive recruiting and insurance advisory benefits insurance and technology

Business Classifications

B2B ISP Enterprise

About the Role

The Company is seeking an experienced Tax Managing Director (Partner) to co-lead its High Net Worth/Private Client Service Practice. The successful candidate will be responsible for leading an engagement team, directly interacting with clients and family office personnel, and ensuring the delivery of timely and coordinated services. This role requires the ability to develop, nurture, and manage client relationships, be a trusted advisor, and lead multiple engagements, including consulting, compliance, and tax planning services. The Tax Managing Director will also be involved in guiding and managing IRS and state audits, participating in new business development activities, and designing and delivering technical training on individual-related tax topics.

Applicants for the Tax Managing Director position at the company should have a proven track record in a similar role, with a focus on high net worth and private client services. The role demands a professional who can not only lead and manage a team but also actively contribute to the growth of the business. Essential skills include the ability to design and implement innovative planning ideas for clients, as well as a strong background in tax-related technical training. The ideal candidate will be a strategic thinker, with excellent communication and interpersonal skills, and the ability to promote a positive team environment. A commitment to the values of the company, including a focus on client service and a dedication to the professional growth of team members, is essential.

Travel Percent Less than 10%

Functions

Finance Business Development Strategy