Remote Tax Planning Director

Ross Talent Group, LLC; United States; Remote; USD 180,000 - 300,000; Full time

Job summary

Ross Talent Group, LLC seeks a Remote Tax Planning Director to build and lead a sophisticated, year-round tax advisory practice. You will handle proactive planning for business owners and high-net-worth clients, translating complex tax concepts into actionable strategies.

The role emphasizes client interaction, problem-solving, and delivering measurable value. CPA/MST preferred, with strong leadership and advisory skills to expand a strategic tax function.

Qualifications

• 8+ years of progressive tax experience.
• Strong knowledge of federal taxation including pass-through entities, real estate, investments, retirement planning, and individual taxation.
• CPA, MST, or comparable advanced tax credential preferred.

Responsibilities

• Lead proactive tax planning and advisory engagements for business owners, high-net-worth individuals, and other sophisticated clients.
• Identify tax-saving opportunities across business structures, real estate, investments, retirement planning, and wealth transfer.
• Meet directly with clients to understand goals, explain recommendations, and develop actionable strategies.
• Translate complex tax concepts into clear, practical recommendations clients can implement.
• Coordinate with attorneys, financial advisors, investment professionals, and other advisors to develop and execute comprehensive strategies.
• Oversee implementation of recommended strategies and ensure follow-through from planning through execution.
• Research complex tax issues and stay current on legislation, regulations, and planning opportunities.
• Develop engaging client presentations, educational materials, and tax-planning resources.
• Help develop scalable processes and best practices for delivering a consistent, high-quality advisory experience.
• Play a key role in expanding a year-round tax advisory offering and elevating client experience.

Skills

Tax planning

Client advisory

Communication

Strategic thinking

Education

CPA / MST preferred

Job description

RTG is representing an established and growing professional services organization seeking an experienced Remote Tax Planning Director to build and lead a sophisticated, year-round tax advisory practice.

This is an opportunity for a seasoned tax professional who enjoys going beyond compliance to solve complex problems, work directly with clients, and develop strategies that create meaningful financial value. The ideal candidate combines strong technical tax expertise with exceptional communication, business acumen, and the ability to turn complex concepts into practical solutions.

What You'll Do

• Lead proactive tax planning and advisory engagements for business owners, high-net-worth individuals, and other sophisticated clients
• Identify tax-saving opportunities across business structures, real estate, investments, retirement planning, and wealth transfer
• Meet directly with clients to understand their financial goals, explain recommendations, and develop actionable strategies
• Translate complex tax concepts into clear, practical recommendations clients can understand and implement
• Coordinate with attorneys, financial advisors, investment professionals, and other advisors to develop and execute comprehensive strategies
• Oversee the implementation of recommended strategies and ensure strong follow-through from planning through execution
• Research complex tax issues and stay current on changing legislation, regulations, and planning opportunities
• Develop engaging client presentations, educational materials, and tax-planning resources
• Help develop scalable processes and best practices for delivering a consistent, high-quality advisory experience
• Play a key role in expanding a year-round tax advisory offering and elevating the overall client experience

What We're Looking For

• 8+ years of progressive tax experience, including substantial experience in tax planning and client advisory
• Strong technical knowledge of federal taxation, with experience across areas such as pass-through entities, real estate, investments, retirement planning, and individual taxation
• Proven ability to develop sophisticated tax strategies and communicate them effectively to clients
• Strong client presence with excellent communication, presentation, and relationship-building skills
• Sound business judgment and the ability to understand the broader financial objectives behind a client's tax situation
• Highly organized, detail-oriented, and disciplined with strong follow-through
• Comfortable working independently and taking ownership from strategy through implementation
• Collaborative mindset with the ability to work effectively with internal teams and outside professional advisors
• Entrepreneurial, proactive, and motivated to help build something rather than simply maintain an existing process
• CPA, MST, or comparable advanced tax credential preferred

Why This Opportunity?

This is not a traditional compliance-focused tax role. The successful candidate will have meaningful ownership in building a sophisticated tax advisory function, work directly with high-value clients, and help shape how proactive tax planning is delivered.

If you are an experienced tax professional who enjoys strategy, client interaction, problem-solving, and turning ideas into measurable results, this opportunity offers the chance to have a meaningful impact while helping build something from the ground up!