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General Counsel Consulting

General Counsel
Consulting
provided
exceptional
service in helping
my organization
recruit for a hard
to fill position.
They did extensive
work on the front
end to understand
our needs and
our culture and
began referring
highly qualified
candidates almost
immediately.

Melinda Burrows
Deputy General Counsel
- Litigation and
Compliance, Progress
Energy Service Company
LLC

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Legal Counsel for Beneficiaries; Proposition 19 & Property Tax Relief; Elder Law
Newport Beach California United States

"Certain beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney.� Your fees are paid by the family trust.� Contact us ASAP..." � We are ...

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Trust and Estates/Attorney/In House/Cleveland, Ohio

Refer job# PQBT100458

Private Wealth Services Senior Manager The candidate will oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget. Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors, such as attorneys and financial asset managers. Develop a project vision and set challenging personal and client service team goals. Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews. The candidate should have Bachelor's degree in Accounting. CPA required. Masters in Taxation, LLM in Taxation, JD Degree, or CFP preferred. Must have 10+ years of progressive tax consulting in Family Wealth Planning or related area in public accounting or consulting. Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment. Computer expertise including knowledge of tax software and technology. Ability to work additional hours as needed and travel to various client sites.

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