We're partnering with a growing wealth management firm and conducting a search for a Tax Director. If you have strong experience advising high-net-worth individuals across multiple states and are looking to lead a tax practice within a collaborative, client-focused environment, this could be a great opportunity.
Position Details:
Title: Tax Director
Location: Flexible (remote or hybrid options available)
Key Responsibilities:
Lead and manage the firms tax advisory services for high-net-worth clients
Oversee the preparation and review of complex individual, trust, estate, and partnership tax returns
Provide strategic tax planning and wealth preservation strategies
Advise clients on multi-state tax issues, charitable planning, and
estate and gift tax matters
Research and communicate updates on tax law changes affecting high-net-worth individuals
Mentor and develop junior tax staff
Collaborate with financial advisors to deliver fully integrated wealth management solutions
Qualifications:
CPA or JD/LLM with significant tax specialization
8+ years of experience working with high-net-worth individuals in a Public accounting or wealth management environment
Strong technical knowledge in individual, trust, estate, and
partnership taxation
Experience advising clients with complex multi-state and international considerations
Excellent communication skills and ability to build lasting client relationships
Email your resume directly to
[email protected]
. I'll follow up with more details once received.