Director, Personal Tax for High-Net-Worth Holdings

Regent; Beverly Hills (CA); On-site; USD 200,000 - 260,000; Full time

Job summary

Regent in Beverly Hills, CA seeks a Director, Tax to act as the in-house advisor for the principal's personal tax position within a multi-entity holding structure. This role focuses on planning, compliance, and reporting, working closely with outside advisers and internal teams.

The ideal candidate has a CPA, Big Four background, and extensive experience with high-net-worth individuals, with a disciplined, confidential approach in a fast-paced, principal-facing environment.

Qualifications

• Significant experience in personal tax planning for high-net-worth individuals.
• Big Four background preferred with advising high-net-worth clients.
• CPA required; advanced degree in taxation a plus.
• Strong organization and independent judgment.

Responsibilities

• Own and manage principal's personal tax position, including planning, compliance, reporting, and coordination with outside advisors
• Advocate for the principal's personal tax interests and identify potential tax exposures
• Coordinate between personal tax considerations and broader business decisions
• Keep leadership informed on shareholder-level tax positions and transactions
• Partner with international tax and portfolio resources to monitor developments
• Maintain organized processes, calendars, and documentation for filings and payments
• Collaborate with estate planning and wealth professionals
• Embed non-tax processes into personal tax compliance with Regent functions
• Monitor changes in tax law and advise on planning opportunities
• Prepare clear reporting and briefings for the Chairman
• Maintain confidentiality and discretion in sensitive matters

Skills

Personal tax planning

Compliance

Independent judgement

Process oriented

Discretion

Stakeholder communication

Education

CPA required

MST/JD/LLM in Taxation

Job description

Regent in Beverly Hills, CA seeks a Director, Tax to act as the in-house advisor for the principal's personal tax position within a multi-entity holding structure. This role focuses on planning, compliance, and reporting, working closely with outside advisers and internal teams.

The ideal candidate has a CPA, Big Four background, and extensive experience with high-net-worth individuals, with a disciplined, confidential approach in a fast-paced, principal-facing environment.