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Alvarez & Marsal · 8 hours ago

Director, Federal Tax (Private Client Services)

West Palm Beach, FL

Full-time

Onsite

Lead/Staff, Director/Executive

$130K/yr - $175K/yr

5+ years exp

Alvarez & Marsal (A&M) is a global consulting firm dedicated to solving clients' problems and helping them reach their potential. The Director within Private Client Services will manage tax and consulting projects for high net worth individuals, focusing on individual income tax, wealth transfer, and succession planning.

ConsultingProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Manage tax and consulting services projects for high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax

Demonstrate extensive technical skills with tax compliance assignments for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114

Work as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients

Identify, research, and provide analysis on a wide range of complex tax issues

Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets

Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis

Build client relationships and demonstrate a working knowledge of client businesses

Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product

Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere

Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams

Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives

Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process

Qualification

Tax planning servicesCPALicensed AttorneyHigh net worth individualsMicrosoft Office (Excel)GoSystemsOneSourceResearch softwareAnalytical skillsVerbal communicationWritten communicationMentoringOrganizational skills

Required

Bachelor's degree in Accounting

5 + years' of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns

CPA or Licensed Attorney

Prior proven experience leading others while managing multiple work streams

Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables

Passion for training and mentoring staff

Excellent verbal and written communication skills, with the ability to establish credibility and influence clients

Excellent research, writing, and analytical skills

Advanced user of all Microsoft Office products (with an emphasis on Excel)

Ability to simultaneously work on several projects and effectively manage deadlines

High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches

Detail-oriented and possess strong organizational skills

Preferred

Experience with GoSystems, OneSource, and research software

Benefits

Healthcare plans

Flexible spending and savings accounts

Life

AD&D

Disability coverages

401(k) retirement savings plan

Paid time off including vacation

Personal days

Seventy-two (72) hours of sick time

Ten federal holidays

One floating holiday

Parental leave

Company

Alvarez & Marsal

Glassdoor4.1

Alvarez & Marsal provides advisory services related to turnaround management and performance improvement.

Founded in 2003

New York, New York, USA

10001+ employees

http://www.alvarezandmarsal.com/

H1B Sponsorship

Alvarez & Marsal has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (3)

2022 (2)