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Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
Prudential Insurance Company of America - Ft Worth, TX US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
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For your reference, we have included the original job posting below.
Tax Director - Personal Financial Services (PFS)
Job Number:
44161811
Company Name:
Confidential Company
Job Location:
Dallas, TX Us
Job Category:
Accounting & Finance
Salary:
$100K+
Tax Director - Personal Financial Services (PFS)
As a member of our Private Company Services practice, your will serve as a trusted advisor, providing guidance on the wide array of tax matters faced by private companies throughout the business lifecycle - from inception to growth, and maturity to transition. Our Private Company Services practice has access to our firm's global network of resources, as well as private company-focused audit and tax practitioners in every major US and international market — including many key emerging markets.
Knowledge Preferred:
Extensive knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work.
Skills Preferred:
Extensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance.
Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection.
Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation.
Minimum Years of Experience Necessary:
8
Minimum Degree(s) and Certification(s) Required:
Bachelor of Science or Bachelor of Arts degree in Accounting required.
Certified Public Accountant, Enrolled Agent or Member of the Bar required.
