Senior Level Private Client Associate Jobs

Senior Director, Federal Tax (Private Client Services)

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth. Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is 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 Senior Director to join our team.

How you will contribute

As a Senior Director within Private Client Services, Tax you will:

• Establish long term consultative relationships with private companies, their owners, and high net worth individuals by providing your expertise on a variety of technical subjects including individual income tax, wealth transfer and succession planning, and international tax
• Lead the tax compliance process for partnerships, S-corporations, trusts, and individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
• Review research and analysis on a wide range of complex tax issues
• Build relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution
• Manage risk, staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgets
• Provide supportive leadership by providing development and career guidance through mentoring and performance feedback to your team. You will drive your team to stay up to date in tax law changes and apply the most current and innovative tax practices in order to create and sustain a respected reputation in the market
• Build relationships across Tax and the rest of A&M. Develop a deep understanding of the areas of expertise across the firm in order to present clients with opportunities for additional support

• Champion diversity, equity and inclusion across all aspects of the practice
• Build, manage, direct and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
• Build consultative relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution of projects
• Actively pursue business development opportunities and prioritize where and how to source new relationships
• Regularly meet with contacts to discuss broad business issues and provide insight regarding how Tax and A&M can help address their critical business issues

Qualifications:

• Bachelor’s degree in Accounting
• 8 + years’ of tax experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
• 4+ years’ experience managing teams and engagements
• CPA or Licensed Attorney
• Passion for mentoring, coaching and developing teams
• Proven experience working as trusted advisor to clients with a demonstrated ability to help clients understand and interpret analysis, deliverables and recommendations
• Prior proven experience leading others while managing risk, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
• Excellent verbal and written skills, with the ability to establish credibility and influence clients
• Advanced user of all Microsoft Office products (with an emphasis on Excel)
• Prior experience in researching technical tax issues in RIA, CCH IntelliConnect, BNA, and/or Lexis-Nexis and in preparing tax memoranda
• Proficiency with BNA Income Tax Planner
• Self-motivated with a high degree of intellectual curiosity. Strong desire to learn and grow Actively identifies trends and new ideas for enhancing solutions and approaches, particularly with technology

• Demonstrated ability to run large complex engagements while overseeing multiple teams and ensuring excellence

Your journey at A&M

At A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.

The salary range is $175,000 - $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

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Culture & Values

At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing. For those ready to roll up their sleeves, lead with integrity, and be difference makers, this is where it starts.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.