What are the responsibilities and job description for the Vice President of Tax Strategy position at International Search Consultants?
ISC's team of recruiters is excited to announce a fantastic opportunity with a premier multi-family office looking for a highly skilled Senior Vice President of Tax Strategy . In this pivotal role, you will oversee and enhance our tax advisory and compliance functions.
This position is perfect for a tax expert ready to take on leadership responsibilities and make a strategic impact in a sophisticated wealth management environment.
As a senior leader, you will engage with ultra-high-net-worth individuals, families, and trusts while steering critical tax planning initiatives.
Key Responsibilities
- Lead the Tax Department, guiding a talented team in areas such as tax preparation, advisory, brokerage 1099 production, IRA form processing, and tax administration.
- Provide expert tax guidance to clients, Client Advisors, and internal teams on matters related to individual, trust, estate, and partnership taxation.
- Create advanced tax models, draft insightful federal and state tax alerts, and prepare impactful tax planning presentations.
- Manage collaborations with external tax firms, law firms, and regulatory bodies to ensure adherence to all regulations.
- Actively contribute to business development by supporting Client Advisors in client meetings and nurturing relationships with prospective clients and referral sources.
- Guarantee compliance with federal, state, and local tax legislation, staying updated on changes such as Secure Act 2.0 and TCJA.
- Supervise corporate tax filings, including state and local returns, while providing strategic insights for tax mitigation strategies.
Qualifications
Compensation & Benefits
