Private Wealth Services Director

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Private Wealth Services Director
The candidate will develop and maintain strong relationships with business owners and CEO's of current and potential clients. Will effectively manage overall client relationships to assure client satisfaction. Identify and capitalize on opportunities to sell services to existing and potential clients. Effectively manage the fundamentals (e.g. realization, utilization, leverage, accounts receivable, expenses). Coach, counsel, and train managers, seniors and staff. Ensure continuous improvement and development of tax professionals. Successfully integrate industry initiatives with local office strategy. Drive strategy development and implementation, profitability and growth for the Tax Practice. Elevate the Brand by demonstrating thought leadership and embracing our marketing and sales programs. Promote collaboration between service lines and industries to provide high quality client service. Attract, develop and retain top talent for the Tax Practice. Ensure the Tax Practice maintains a high level of quality and follows the firm's quality control policies. Identify and capitalize on opportunities to sell services to existing and potential clients. Engage in productive interaction and teaming with office, regional and national leadership. Use knowledge of the client, competition, market and product or service to expand services to current clients. Serve as business adviser to client. Utilize the appropriate firm resources to develop and close sales opportunities that fit within the firm strategy. Fully support and implement the firm's performance management process including individual assessment, project evaluation and coaching. Promptly identify problems related to financial performance and implement effective solutions to address financial performance problems. Proactively anticipate and stay informed of information related to their specialty including regulations, market practices, trends, economic factors, and risk. Demonstrate and maintain technical expertise in all matters related to their specialization. Work closely with other key Partners, managers and staff to integrate practice development skills into a team approach for New Business Development. Possess ownership of ideas and share new ideas and practices as they grow the skills of the staff and assist in the implementation of our business plan/strategy. Attend professional development and training sessions on a regular basis.

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