What are the responsibilities and job description for the Private Client Group Partner - Remote | WFH position at Get It - Finance?
Job Overview
Join a prestigious accounting and consulting firm as a Partner in the Private Client Group, with a focus on Trust and Estates. This senior leadership position is designed for professionals dedicated to delivering exceptional tax, accounting, and consulting services to affluent families. You will play a pivotal role in guiding clients through the intricate landscape of estate planning, ensuring effective wealth management and compliance.
Key Responsibilities
This role offers significant interaction with clients and opportunities for professional development, enabling you to refine your expertise in private client services and advance your career in a renowned firm.
Company Culture And Values
The firm is committed to fostering a diverse and inclusive work environment, where each individual is respected and valued. Collaboration, integrity, and a dedication to excellence underpin the company culture.
Compensation And Benefits
Employment Type: Full-Time
Join a prestigious accounting and consulting firm as a Partner in the Private Client Group, with a focus on Trust and Estates. This senior leadership position is designed for professionals dedicated to delivering exceptional tax, accounting, and consulting services to affluent families. You will play a pivotal role in guiding clients through the intricate landscape of estate planning, ensuring effective wealth management and compliance.
Key Responsibilities
- Cultivate and sustain enduring relationships with clients, recognizing their distinct financial aspirations and requirements.
- Formulate and execute advanced tax, gift, and estate planning strategies aimed at enhancing tax efficiency and achieving family goals.
- Advise clients on their philanthropic activities, including charitable contributions and the establishment of family foundations or trusts.
- Provide strategic counsel on minimizing estate, gift, and inheritance taxes through proficient planning.
- Keep abreast of current tax laws and regulations to guarantee compliance with evolving obligations.
- Collaborate with external legal experts to assist clients in protecting their assets through trusts and partnerships.
- Work alongside financial advisors, accountants, and legal professionals to offer integrated wealth management solutions.
- Profound analytical and problem-solving capabilities coupled with a strategic perspective.
- Exceptional communication skills, both oral and written, to build robust client connections.
- Comprehensive knowledge of federal and state tax regulations concerning trusts and estates.
- Expertise in tax and estate planning principles.
- Strong interpersonal skills for effective collaboration and relationship-building.
- A Bachelor's degree in law, accounting, finance, or a closely related field.
- CPA certification is mandatory.
- A minimum of 10 years of experience in private client taxation, with a specialization in trusts and estates planning.
- In-depth understanding of the applicable federal and state tax legislation.
This role offers significant interaction with clients and opportunities for professional development, enabling you to refine your expertise in private client services and advance your career in a renowned firm.
Company Culture And Values
The firm is committed to fostering a diverse and inclusive work environment, where each individual is respected and valued. Collaboration, integrity, and a dedication to excellence underpin the company culture.
Compensation And Benefits
- Competitive annual salary ranging from \(250,000 to \)500,000 , based on experience and expertise.
- Comprehensive benefits package, including health insurance and retirement plans.
- Opportunities for professional development and remote work arrangements available.
Employment Type: Full-Time
Salary : $250,000 - $500,000
