Director, Federal Tax; Private Client Services
Listed on 2025-12-01
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Finance & Banking
Tax Manager, Accounting & Finance, Tax Advisor
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About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
Description
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
The Team
We’re currently growing one of our Federal Tax specialty areas, our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs.
Due to our tremendous growth, we're seeking a Director to join our team.
How You Will Contribute
As a Director within Private Client Services, Tax you will:
- 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
- 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 work papers, 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…
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