Daley And Associates, LLC.
Tax Partner High Net Worth - 26824
Daley And Associates, LLC., Greenwich, Connecticut, us, 06831
3 days ago Be among the first 25 applicants
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. Our client is looking to pass the retiring partner's entire book of business to a new Tax Partner who has significant experience in Ultra High Net Worth tax. THIS IS A RARE SITUATION! There is no selling. You do not need to build a book. You will have 1 year of transition with the existing tax partner out and for that book of business to pass to you.. If you want an immediate book billing millions of dollars in fees per year with a client base of Ultra High Net Worth individuals whose values start in the billions of dollars, don't wait. I've been doing this for 25+ years rarely do I see this type of opportunity. You must be able to step up and run this book. You must be experienced dealing with Ultra High Net Worth people. You must be able to meet deadlines and have a strong attention to details. If you want to be a Partner in a large firm with an established client based passed to you after 1 year of transition, don't wait. Send your resume to sflaherty@daleyaa.com. 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. Our client is looking to pass the retiring partner's entire book of business to a new Tax Partner who has significant experience in Ultra High Net Worth tax. THIS IS A RARE SITUATION! There is no selling. You do not need to build a book. You will have 1 year of transition with the existing tax partner out and for that book of business to pass to you.. If you want an immediate book billing millions of dollars in fees per year with a client base of Ultra High Net Worth individuals whose values start in the billions of dollars, don't wait. I've been doing this for 25+ years rarely do I see this type of opportunity. You must be able to step up and run this book. You must be experienced dealing with Ultra High Net Worth people. You must be able to meet deadlines and have a strong attention to details. If you want to be a Partner in a large firm with an established client based passed to you after 1 year of transition, don't wait. Send your resume to sflaherty@daleyaa.com.
Responsibilities:
Personal, fiduciary, foundation, gift and estate Tax compliance and consulting. Navigate the complexities of each of their 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 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
Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at Daley And Associates, LLC. by 2x Sign in to set job alerts for “Tax Partner” roles.
Stamford, CT $250,000.00-$400,000.00 1 week ago Tax Partner - Mergers & Acquisitions (Private Equity)
Woodbury, NY $200,000.00-$300,000.00 2 days ago Uniondale, NY $100,000.00-$200,000.00 5 months ago Bethpage, NY $178,500.00-$255,000.00 1 month ago Vice President (VP) & Controller - Equipment Leasing
Paramus, NJ $200,000.00-$250,000.00 1 week ago Stamford, CT $100,000.00-$150,000.00 3 weeks ago Plainview, NY $95,000.00-$120,000.00 4 hours ago Partnership Tax Accountant, Senior Associate
Stamford, CT $64,200.00-$127,000.00 2 weeks ago Fairfield County, CT $120,000.00-$140,000.00 3 weeks ago Tax Manager – International Tax Compliance
Plainview, NY $170,000.00-$200,000.00 6 days ago Woodbury, NY $140,250.00-$189,750.00 1 week ago Stamford, CT $200,000.00-$350,000.00 2 months ago White Plains, NY $100,000.00-$110,000.00 2 weeks ago Rochelle Park, NJ $135,000.00-$180,000.00 3 weeks ago Woodbury, NY $100,000.00-$100,000.00 4 days ago Fairfield, CT $120,000.00-$150,000.00 4 hours ago Staff Tax Admin $60-80k base (File and Prep)
Great Neck, NY $140,000.00-$170,000.00 5 days ago Tax Senior - Financial Services - Wealth and Asset Management
Stamford, CT $90,200.00-$148,700.00 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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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. Our client is looking to pass the retiring partner's entire book of business to a new Tax Partner who has significant experience in Ultra High Net Worth tax. THIS IS A RARE SITUATION! There is no selling. You do not need to build a book. You will have 1 year of transition with the existing tax partner out and for that book of business to pass to you.. If you want an immediate book billing millions of dollars in fees per year with a client base of Ultra High Net Worth individuals whose values start in the billions of dollars, don't wait. I've been doing this for 25+ years rarely do I see this type of opportunity. You must be able to step up and run this book. You must be experienced dealing with Ultra High Net Worth people. You must be able to meet deadlines and have a strong attention to details. If you want to be a Partner in a large firm with an established client based passed to you after 1 year of transition, don't wait. Send your resume to sflaherty@daleyaa.com. 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. Our client is looking to pass the retiring partner's entire book of business to a new Tax Partner who has significant experience in Ultra High Net Worth tax. THIS IS A RARE SITUATION! There is no selling. You do not need to build a book. You will have 1 year of transition with the existing tax partner out and for that book of business to pass to you.. If you want an immediate book billing millions of dollars in fees per year with a client base of Ultra High Net Worth individuals whose values start in the billions of dollars, don't wait. I've been doing this for 25+ years rarely do I see this type of opportunity. You must be able to step up and run this book. You must be experienced dealing with Ultra High Net Worth people. You must be able to meet deadlines and have a strong attention to details. If you want to be a Partner in a large firm with an established client based passed to you after 1 year of transition, don't wait. Send your resume to sflaherty@daleyaa.com.
Responsibilities:
Personal, fiduciary, foundation, gift and estate Tax compliance and consulting. Navigate the complexities of each of their 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 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
Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at Daley And Associates, LLC. by 2x Sign in to set job alerts for “Tax Partner” roles.
Stamford, CT $250,000.00-$400,000.00 1 week ago Tax Partner - Mergers & Acquisitions (Private Equity)
Woodbury, NY $200,000.00-$300,000.00 2 days ago Uniondale, NY $100,000.00-$200,000.00 5 months ago Bethpage, NY $178,500.00-$255,000.00 1 month ago Vice President (VP) & Controller - Equipment Leasing
Paramus, NJ $200,000.00-$250,000.00 1 week ago Stamford, CT $100,000.00-$150,000.00 3 weeks ago Plainview, NY $95,000.00-$120,000.00 4 hours ago Partnership Tax Accountant, Senior Associate
Stamford, CT $64,200.00-$127,000.00 2 weeks ago Fairfield County, CT $120,000.00-$140,000.00 3 weeks ago Tax Manager – International Tax Compliance
Plainview, NY $170,000.00-$200,000.00 6 days ago Woodbury, NY $140,250.00-$189,750.00 1 week ago Stamford, CT $200,000.00-$350,000.00 2 months ago White Plains, NY $100,000.00-$110,000.00 2 weeks ago Rochelle Park, NJ $135,000.00-$180,000.00 3 weeks ago Woodbury, NY $100,000.00-$100,000.00 4 days ago Fairfield, CT $120,000.00-$150,000.00 4 hours ago Staff Tax Admin $60-80k base (File and Prep)
Great Neck, NY $140,000.00-$170,000.00 5 days ago Tax Senior - Financial Services - Wealth and Asset Management
Stamford, CT $90,200.00-$148,700.00 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr