Daley And Associates, LLC.
Tax Partner High Net Worth - 26823
Daley And Associates, LLC., Boston, Massachusetts, us, 02298
Tax Partner - High Net Worth
This is a unique opportunity for a senior-level High Net Worth Tax professional looking to acquire their own book of business. Our client has a partner retiring, and is seeking to pass the retiring partner's entire book of business to a new Tax Partner with significant experience in Ultra High Net Worth tax.
THIS IS A RARE SITUATION!
There is no selling involved, and you do not need to build a book. You will have a 1-year transition period with the existing tax partner, during which the book of business will pass to you. If you desire an immediate book generating millions in fees annually, with clients whose net worth starts in the billions, this opportunity is for you. I have over 25 years of experience in this field, and rarely do I see such opportunities. You must be capable of stepping up to manage this book and have extensive experience dealing with Ultra High Net Worth individuals. You should be able to meet deadlines and pay close attention to details. If you aim to become a Partner in a large firm with an established client base passed to you after one year of transition, do not wait. Send your resume to sflaherty@daleyaa.com. Responsibilities:
Personal, fiduciary, foundation, gift, and estate tax compliance and consulting Navigate the complexities of individual tax strategies, challenges, and provide solutions Manage, develop, and grow a team Act as a High Net Worth Tax Subject Matter Expert Requirements:
CPA certification High Net Worth Tax experience, 10+ years Engagement management experience Experience interfacing with High Net Worth Individuals and Families Exceptional organizational skills Excellent communication skills, both verbal and written Ability to manage, grow, and mentor a team Leadership qualities Compensation: $400K (based on experience), plus bonus and excellent benefits. Email your resume to sflaherty@daleyaa.com. Additional Details:
Seniority level: Director Employment type: Full-time Job function: Accounting, Auditing, and Finance Industry: Staffing and Recruiting
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This is a unique opportunity for a senior-level High Net Worth Tax professional looking to acquire their own book of business. Our client has a partner retiring, and is seeking to pass the retiring partner's entire book of business to a new Tax Partner with significant experience in Ultra High Net Worth tax.
THIS IS A RARE SITUATION!
There is no selling involved, and you do not need to build a book. You will have a 1-year transition period with the existing tax partner, during which the book of business will pass to you. If you desire an immediate book generating millions in fees annually, with clients whose net worth starts in the billions, this opportunity is for you. I have over 25 years of experience in this field, and rarely do I see such opportunities. You must be capable of stepping up to manage this book and have extensive experience dealing with Ultra High Net Worth individuals. You should be able to meet deadlines and pay close attention to details. If you aim to become a Partner in a large firm with an established client base passed to you after one year of transition, do not wait. Send your resume to sflaherty@daleyaa.com. Responsibilities:
Personal, fiduciary, foundation, gift, and estate tax compliance and consulting Navigate the complexities of individual tax strategies, challenges, and provide solutions Manage, develop, and grow a team Act as a High Net Worth Tax Subject Matter Expert Requirements:
CPA certification High Net Worth Tax experience, 10+ years Engagement management experience Experience interfacing with High Net Worth Individuals and Families Exceptional organizational skills Excellent communication skills, both verbal and written Ability to manage, grow, and mentor a team Leadership qualities Compensation: $400K (based on experience), plus bonus and excellent benefits. Email your resume to sflaherty@daleyaa.com. Additional Details:
Seniority level: Director Employment type: Full-time Job function: Accounting, Auditing, and Finance Industry: Staffing and Recruiting
#J-18808-Ljbffr