High Net Worth Tax Lead & Advisor

Dean Dorton; Olde West Chester (OH); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Unlimited PTO

Paid family leave

401(K) match

Telemedicine

Life insurance

Job summary

Dean Dorton is seeking a Tax Associate Director for High Net Worth Individuals to lead engagements, oversee tax planning for complex families, and coordinate across entities with attorneys and wealth advisors. This role emphasizes leadership, client relationships, and strategic growth within the HNW practice.

Ideal candidates are CPAs with deep experience in complex returns, multi-entity structures, and estate/gift tax concepts, and who can mentor staff while contributing to business development.

Qualifications

• Bachelor’s degree required in accounting, finance, business, or related field.

Responsibilities

• Lead and manage client service teams and engagements focused on high net worth individuals and related entities.

Skills

Leadership

Client communication

Project management

Mentoring

Education

Bachelor’s degree

CPA licensure

Tools

CaseWare

CCH Fixed Assets

CCH Axcess Tax

CCH Workstream

CCH Billing and Invoice

Tax Research Software

PowerBi

Microsoft Office

Job description

Dean Dorton is seeking a Tax Associate Director for High Net Worth Individuals to lead engagements, oversee tax planning for complex families, and coordinate across entities with attorneys and wealth advisors. This role emphasizes leadership, client relationships, and strategic growth within the HNW practice.

Ideal candidates are CPAs with deep experience in complex returns, multi-entity structures, and estate/gift tax concepts, and who can mentor staff while contributing to business development.