Private Wealth Services pws Managing Director

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Private Wealth Services (PWS) Managing Director
The candidate will effectively manage existing client relationships to enhance client satisfaction. Will identify and capitalize on opportunities to sell services to existing and potential clients. Effectively manage the fundamentals (i.e. realization, utilization, leverage, accounts receivable, and expenses). Successfully integrate industry initiatives with local office strategy. Drive strategy development and implementation, profitability and growth for the Tax Practice. Promote collaboration between service lines and industries to provide high quality client service. Ensure the Tax Practice maintains a high level of quality and follows the firm’s quality control policies. Use knowledge of the client, competition, market and product or service to expand services to current clients. Serve as business adviser to client. Proactively anticipate and stay informed of information related to their specialty, including regulations, market practices, trends, economic factors and risk. Other duties as assigned.

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