Director, Tax

Regent; Beverly Hills (CA); In loco; USD 200.000 - 260.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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

Conoscenze

Personal tax planning

Compliance

Independent judgement

Process oriented

Discretion

Stakeholder communication

Formazione

CPA required

MST/JD/LLM in Taxation

Descrizione del lavoro

Overview

Regent is a global private holding company focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Regent has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span the globe and operate across a wide array of industry verticals, with a significant presence across the United States and Europe.

We are seeking a Director, Tax to act as the in-house tax advisor to Regent's principal. The role sits alongside, but is distinct from, Regent's business tax function and is centered on protecting and optimizing the principal's personal tax position across a complex, multi-entity holding structure, with a focus on individual tax planning, compliance, and reporting. This is a five-days-per-week, in-office role based in Beverly Hills, CA.

Responsibilities

• Own and manage all aspects of the principal's personal tax position, including planning, compliance, reporting, and coordination with outside advisors
• Act as an independent advocate for the principal's personal tax interests, proactively identifying and raising unintended personal tax exposure that may arise from business decisions, transactions, or structuring recommendations
• Serve as the primary control point between the principal's personal tax considerations and the broader business, ensuring personal tax implications are surfaced and addressed before decisions are finalized
• Keep the Group Head of Tax sighted on shareholder-level tax positions that interact with upcoming transactions, entity structuring, and business decisions that may carry personal tax consequences at the shareholder level
• Partner closely with Regent's Senior Manager - International Tax (Americas) and EU/APAC tax resources to keep on top of business developments across the portfolio.
• Develop and maintain a highly organized, disciplined personal tax function, including clear processes, calendars, and documentation for filings, estimated payments, and recurring compliance obligations
• Coordinate with external tax advisors, estate planning counsel, and other outside professionals supporting the principal's personal tax and wealth planning matters
• Business partner across Regent's functions - legal, finance and accounting, treasury, HR and operations - to ensure the relevant non-tax processes are properly embedded into personal tax compliance processes and obligations.
• Monitor changes in tax law and regulation relevant to high-net-worth individuals and complex personal holding structures, advising the Chairman proactively on planning opportunities and risks
• Prepare clear, organized reporting and briefings for the Chairman on personal tax position, upcoming deadlines, and key decisions requiring his input
• Maintain strict confidentiality and discretion in handling all matters related to the Chairman's personal financial and tax affairs

Requirements

• Significant experience in personal tax planning and compliance for high-net-worth individuals, family offices, or similarly complex personal tax structures
• Big Four background strongly preferred, with direct experience advising high-net-worth individuals or family office clients
• CPA required; advanced degree (MST, JD, or LLM in Taxation) a meaningful plus
• Demonstrated ability to operate independently and exercise sound, candid judgment - comfortable advocating for a single principal's interests, including where that may mean respectfully challenging business leadership
• Highly organized and process-oriented, with a proven ability to bring structure, discipline, and rigor to a function
• Strong technical knowledge across individual, partnership, and complex pass-through tax matters relevant to a diversified personal holding structure
• Excellent interpersonal and communication skills, with the ability to build trust quickly and work directly with a principal, firm leadership, and outside advisors
• High level of professionalism, integrity, and discretion in handling sensitive and confidential personal financial matters
• Comfortable working in a fast-paced, principal-facing environment with competing priorities and limited precedent

For individuals assigned and/or hired to work in applicable jurisdictions, Regent, L.P. includes a reasonable estimate of the compensation range for this role. This accounts for the wide range of factors considered in making compensation decisions, including but not limited to business or organizational needs, skill sets, experience and training, and certifications.

A reasonable estimate of the compensation for this role is $200,000-$260,000 base salary plus bonus.