Associate Director, Tax

AlphaCore Wealth Advisory; Bethesda (MD); Sur place; USD 150 000 - 230 000; Plein temps

Résumé du poste

AlphaCore Wealth Advisory LLC seeks an experienced Associate Director, Tax to serve as senior tax advisor to high-net-worth individuals, families, business owners, and fiduciaries. This role combines deep technical tax expertise with client relationship management and proactive tax planning.

The Associate Director will oversee complex engagements, ensure compliance, and leverage AI tax tools. The ideal candidate is a CPA with public accounting background and proven ability to develop

Qualifications

• Active CPA license and public accounting experience with increasing responsibility.
• Experience working with high-net-worth individuals and complex tax matters.
• Ability to manage multiple complex engagements and deadlines.
• Excellent written and verbal communication and client-relations skills.
• Knowledge of estate, trust, and fiduciary taxation is preferred.

Responsabilités

• Assume primary responsibility for complex tax engagements, including the preparation, review, and signing of individual, corporate, partnership, trust, estate, and gift tax returns.
• Review complex federal, state, local, and applicable foreign tax matters to ensure accurate and timely compliance.
• Research and resolve sophisticated tax issues and provide practical recommendations to clients.
• Respond to and resolve notices and inquiries from federal and state taxing authorities.
• Oversee multiple engagements simultaneously while maintaining high standards for technical quality, responsiveness, and client service.
• Adopt and champion new AI tax tools as they are onboarded.
• Develop and maintain long‑standing client relationships, serving as a primary point of contact for tax planning and compliance matters.
• Communicate complex tax concepts clearly and practically so clients can make informed financial decisions.
• Take significant ownership of client relationships, proactively identifying needs, challenges, planning opportunities, and potential areas of concern.
• Coordinate closely with clients and their other professional advisors when addressing complex tax, estate, business, or financial matters.
• Lead client service teams responsible for tax compliance and planning engagements.
• Provide technical direction and guidance to team members throughout the engagement process.
• Coordinate engagement workflow, priorities, and deadlines across multiple client relationships.
• Review work prepared by other tax professionals and provide clear, constructive technical guidance.
• Promote a culture of accountability, collaboration, responsiveness, and exceptional client service.
• Deep knowledge of individual, partnership, corporate, fiduciary, estate, and gift taxation.
• Research and resolution of sophisticated tax issues, proactive tax planning, and transaction structuring.
• Technical review of complex returns and adoption of new AI tax tools.
• Clear, practical communication of complex tax concepts.
• Sound professional judgment and attention to technical quality and accuracy.
• Management of competing engagement priorities, workflows, and deadlines.
• Proactive client relationship management and coordination with professional advisors.
• Constructive technical guidance, collaboration, accountability, and responsive client service.

Connaissances

Public accounting experience

High-net-worth advisory

Tax planning and compliance

Client relationship management

Leadership and project oversight

Formation

Bachelor's degree in Accounting, Finance, Business, or related discipline

Active CPA license

Outils

AI tax tools

Description du poste

We are seeking an experienced Associate Director, Tax to serve as a senior tax advisor to high-net-worth individuals, families, business owners, and fiduciaries. This position combines deep technical tax expertise with client relationship management, proactive tax planning, and leadership of tax engagements.

The Associate Director will assume significant responsibility for complex client relationships, oversee tax compliance and planning engagements, and work directly with clients to identify opportunities, address complex tax matters, and develop strategies designed to minimize tax liabilities and enhance after‑tax outcomes.

The ideal candidate is a CPA with public accounting experience who is comfortable taking ownership of sophisticated tax engagements and developing long‑standing relationships as a trusted advisor.

Purpose of the Role

• Provide trusted tax advice and proactive planning to high-net-worth individuals, families, business owners, and fiduciaries to improve after‑tax outcomes.
• Lead complex tax engagements and client relationships while ensuring accurate, timely compliance and exceptional client service.

Key Responsibilities

Tax Compliance & Technical Oversight

• Assume primary responsibility for complex tax engagements, including the preparation, review, and signing of individual, corporate, partnership, trust, estate, and gift tax returns.
• Review complex federal, state, local, and applicable foreign tax matters to ensure accurate and timely compliance.
• Research and resolve sophisticated tax issues and provide practical recommendations to clients.
• Respond to and resolve notices and inquiries from federal and state taxing authorities.
• Oversee multiple engagements simultaneously while maintaining high standards for technical quality, responsiveness, and client service.

• Adopt and champion new AI tax tools as they are onboarded.

Client Relationship Management

• Develop and maintain long‑standing client relationships, serving as a primary point of contact for tax planning and compliance matters.
• Communicate complex tax concepts clearly and practically so clients can make informed financial decisions.
• Take significant ownership of client relationships, proactively identifying needs, challenges, planning opportunities, and potential areas of concern.
• Coordinate closely with clients and their other professional advisors when addressing complex tax, estate, business, or financial matters.

Team & Engagement Leadership

• Lead client service teams responsible for tax compliance and planning engagements.
• Provide technical direction and guidance to team members throughout the engagement process.
• Coordinate engagement workflow, priorities, and deadlines across multiple client relationships.
• Review work prepared by other tax professionals and provide clear, constructive technical guidance.
• Promote a culture of accountability, collaboration, responsiveness, and exceptional client service.

Core Competencies

Technical Skills

• Deep knowledge of individual, partnership, corporate, fiduciary, estate, and gift taxation.
• Research and resolution of sophisticated tax issues, proactive tax planning, and transaction structuring.
• Technical review of complex returns and adoption of new AI tax tools.

Communication & Organization

• Clear, practical communication of complex tax concepts.
• Sound professional judgment and attention to technical quality and accuracy.
• Management of competing engagement priorities, workflows, and deadlines.
• Proactive client relationship management and coordination with professional advisors.
• Constructive technical guidance, collaboration, accountability, and responsive client service.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, Business, or a related discipline.
• Active CPA license.
• Public accounting experience with progressively increasing responsibility.
• Significant experience working with high-net-worth individuals and complex tax matters.
• Strong technical knowledge of individual, partnership, corporate, and fiduciary taxation.
• Ability to manage multiple complex client engagements and competing deadlines.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with the ability to build trusted, long‑term client relationships.
• Demonstrated ability to exercise sound professional judgment and communicate complex tax concepts clearly.

Preferred

• Experience preparing and reviewing complex estate tax returns (Form 706), gift tax returns (Form 709), and fiduciary income tax returns (Form 1041).
• Experience with related estate, trust, gift, and fiduciary accounting schedules and documentation.
• Experience advising high-net-worth families, closely held businesses, business owners, trusts, and estates.
• Experience with sophisticated tax planning and transaction structuring.
• Experience using AI tax tools.

Why AlphaCore Wealth Advisory?

At AlphaCore Wealth Advisory, we offer a collaborative and dynamic work environment where your expertise and insights are valued. You'll have the opportunity to work alongside experienced professionals and contribute to our mission of delivering institutional-quality investment solutions within a boutique wealth management firm. In addition to a competitive compensation package, we provide opportunities for professional development and growth.

AlphaCore is an SEC registered investment advisor.

AlphaCore is an AFFIRMATIVE Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual’s race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.

For more information about the company, please refer to our website at www.alphacore.com.

AlphaCore is committed to safeguarding the privacy of our personnel and job applicants. AlphaCore does not "sell" (as that term is defined in the CCPA) your personal information. Please see our Privacy Policy for details.