Senior HNW Tax Strategy Director — Remote

Leoforce; San Francisco (CA); Remote; USD 200,000 - 230,000; Full time

Benefits offered by this job

Equity options

Unlimited PTO

100% Healthcare coverage

Job summary

Leoforce is seeking a Director of HNW Tax Planning for a remote role. The position targets strategic tax planning for high-net-worth clients, moving beyond compliance to advisory leadership.

A top-tier CPA firm background is expected, with strong experience in pass-through entities and complex structures. We offer equity options, unlimited PTO, full healthcare coverage for employees, and fast career growth in a dynamic private client tax advisory setting.

Qualifications

• CPA or EA certification
• 10+ years of tax experience from a Top 100 CPA firm
• Expertise in HNW individuals, closely held businesses and pass-through entities
• Experience with CCH Axcess

Responsibilities

• Develop strategic, integrated tax planning for high-net-worth clients
• Lead advisory engagements beyond compliance
• Collaborate with clients and internal teams to deliver proactive tax strategies

Skills

CPA or EA

10+ years of Tax experience

HNW tax expertise

CCH Axcess

Education

Bachelor's Degree in Accounting

Job description

Leoforce is seeking a Director of HNW Tax Planning for a remote role. The position targets strategic tax planning for high-net-worth clients, moving beyond compliance to advisory leadership.

A top-tier CPA firm background is expected, with strong experience in pass-through entities and complex structures. We offer equity options, unlimited PTO, full healthcare coverage for employees, and fast career growth in a dynamic private client tax advisory setting.