Daley And Associates, LLC
Overview
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 looking to pass the retiring partner's entire book of business to a new Tax Partner with significant Ultra High Net Worth experience. This is a rare opportunity with no selling required. You will have a 1-year transition with the existing tax partner before the book of business passes to you. If you want an immediate book billing millions of dollars in fees per year with Ultra High Net Worth clients, this opportunity is for you. You must be able to step up and run this book and have experience dealing with Ultra High Net Worth individuals. You must be able to meet deadlines and have strong attention to detail. If you want to be a Partner in a large firm with an established client base passed to you after 1 year of transition, send your resume to sflaherty@daleyaa.com. Responsibilities
Personal, fiduciary, foundation, gift and estate tax compliance and consulting. Navigate the complexities of each client’s tax strategies, challenges and provide solutions. Manage, develop and grow a team. Act as a High Net Worth Tax Subject Matter Expert. Requirements
CPA High Net Worth Tax experience 10+ years Engagement management experience Experience interfacing with High Net Worth Individuals and Families Exceptional organizational skills Exceptional communication skills - verbal & written Ability to manage, grow and mentor a team Must be a Leader Compensation $400.0K (based on experience) plus bonus plus exceptional benefits. Email resume to sflaherty@daleyaa.com
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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 looking to pass the retiring partner's entire book of business to a new Tax Partner with significant Ultra High Net Worth experience. This is a rare opportunity with no selling required. You will have a 1-year transition with the existing tax partner before the book of business passes to you. If you want an immediate book billing millions of dollars in fees per year with Ultra High Net Worth clients, this opportunity is for you. You must be able to step up and run this book and have experience dealing with Ultra High Net Worth individuals. You must be able to meet deadlines and have strong attention to detail. If you want to be a Partner in a large firm with an established client base passed to you after 1 year of transition, send your resume to sflaherty@daleyaa.com. Responsibilities
Personal, fiduciary, foundation, gift and estate tax compliance and consulting. Navigate the complexities of each client’s tax strategies, challenges and provide solutions. Manage, develop and grow a team. Act as a High Net Worth Tax Subject Matter Expert. Requirements
CPA High Net Worth Tax experience 10+ years Engagement management experience Experience interfacing with High Net Worth Individuals and Families Exceptional organizational skills Exceptional communication skills - verbal & written Ability to manage, grow and mentor a team Must be a Leader Compensation $400.0K (based on experience) plus bonus plus exceptional benefits. Email resume to sflaherty@daleyaa.com
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