Senior Tax Director for HNW Planning

Northrock Financial Services LLC; Deer Park (IL); On-site; USD 182,000 - 250,000; Full time

Benefits offered by this job

Company-funded ESOP

Strong retirement plans

Tuition reimbursement

Health care coverage (medical/dental/视

Generous PTO

Job summary

NorthRock Partners seeks a Director of Tax Services to lead tax planning, compliance, and client service for high-net-worth individuals and related entities. You will partner with financial advisors to deliver integrated tax strategies within our Personal Office® experience and oversee complex engagements to ensure accurate, timely deliverables.

The role requires extensive tax expertise, CPA licensure, and at least 10+ years in public accounting with supervisory experience.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field is required.
• Active CPA license is required.
• 10+ years of progressive experience in public accounting and tax services, including serving high-net-worth clients.
• Minimum of two years of formal supervisory experience.
• Advanced expertise in tax return preparation, planning, and consulting for high-net-worth individuals.
• Experience managing tax authority inquiries, examinations, and audits.
• Proficiency with tax software including CCH Axcess and BNA.
• Strong analytical, research, and communication skills.
• Ability to manage competing priorities and develop talent.

Responsibilities

• Lead proactive, year-round tax planning for high-net-worth individuals and entities.
• Partner with advisors and teams to implement tax strategies.
• Oversee preparation and review of complex tax returns.
• Provide guidance on trust and gift tax planning with estate planning professionals.
• Research federal, state, and local tax matters and coordinate responses to notices and audits.
• Coach and develop Tax Services team members.
• Manage client expectations with proactive communication and timely follow-up.
• Improve workflows and client experience while maintaining quality.

Skills

Tax expertise

Leadership

Client service

Collaboration

Communication

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

Master’s degree in Taxation preferred

CPA license

Tools

CCH Axcess

BNA

Job description

NorthRock Partners seeks a Director of Tax Services to lead tax planning, compliance, and client service for high-net-worth individuals and related entities. You will partner with financial advisors to deliver integrated tax strategies within our Personal Office® experience and oversee complex engagements to ensure accurate, timely deliverables.

The role requires extensive tax expertise, CPA licensure, and at least 10+ years in public accounting with supervisory experience.