HNW Tax Director: Succession & Client Leadership

NorthPoint Search Group; Roswell (GA); Vor Ort; USD 150.000 - 210.000; Vollzeit

Zusammenfassung

NorthPoint Search Group is seeking a Senior Tax Manager or Tax Director to lead a high-net-worth tax practice with a planned partner succession. The role involves transitioning an established client book from a retiring partner, providing proactive tax planning, and senior leadership within a CPA firm.

The candidate should have significant HNW taxation experience, strong client-facing skills, and a track record of managing complex returns and K-1 activity.

Qualifikationen

• CPA preferred; active license.
• Extensive experience with high-net-worth individual taxation.
• Experience reviewing complex individual returns with significant K-1 activity.
• Public accounting background; strong client-facing skills.

Aufgaben

• Manage and review federal/state returns for high-net-worth clients.
• Oversee returns with significant K-1 activity (50–100 K-1s).
• Lead client relationships and provide year-round tax planning guidance.
• Partner with retiring senior to transition client base smoothly.

Kenntnisse

High-net-worth tax

Client relationships

Tax planning

Leadership

Ausbildung

CPA preferred

Jobbeschreibung

NorthPoint Search Group is seeking a Senior Tax Manager or Tax Director to lead a high-net-worth tax practice with a planned partner succession. The role involves transitioning an established client book from a retiring partner, providing proactive tax planning, and senior leadership within a CPA firm.

The candidate should have significant HNW taxation experience, strong client-facing skills, and a track record of managing complex returns and K-1 activity.