Senior Tax Director – High-Net-Worth & Advisory

NorthRock Partners, LLC.; Chicago (IL); On-site; USD 182,000 - 250,000; Full time

Benefits offered by this job

ESOP

Retirement plans

Tuition reimbursement

Healthcare

PTO

Job summary

NorthRock Partners seeks a seasoned Director, Tax Services to lead tax planning, compliance, and client service for high-net-worth individuals and related entities. You’ll partner with financial advisors to deliver integrated tax strategies within our Personal Office experience.

This client-focused role oversees complex tax engagements, provides technical guidance, and develops a high-performing team in a fast-paced environment. Minneapolis, Deer Park IL, or San Francisco offices accepted.

Qualifications

• Bachelor’s degree required; Master’s degree in Taxation preferred.
• Active CPA license required.
• 10+ years of progressive experience in public accounting and tax services, including high-net-worth clients.
• Minimum of two years of formal supervisory experience.
• Advanced expertise in tax return preparation, review, planning, and consulting for high-net-worth individuals.
• Experience managing tax authority inquiries, examinations, audits, and complex compliance matters.
• Strong analytical, research, and problem-solving skills.
• Excellent communication and relationship-building skills.
• Ability to develop talent and foster accountability.

Responsibilities

• Lead year-round tax planning for high-net-worth individuals and related entities.
• Partner with financial advisors and cross-functional teams on tax strategies.
• Serve as a trusted tax resource to clients and advisors with clear recommendations.
• Oversee preparation and review of complex tax returns for accuracy and timely completion.
• Provide guidance on trust and gift tax planning in collaboration with estate planning professionals.
• Research federal, state, and local tax matters and coordinate responses to notices and audits.
• Lead, coach, and develop Tax Services team members.
• Manage client and advisor expectations with proactive communication and follow-up.
• Identify opportunities to improve workflows and deliver high-quality client experiences.

Skills

Tax planning

Client service

Leadership

Communication

Analytical

Research

Problem solving

Education

Bachelor’s degree in Accounting/Finance/Economics

Master’s in Taxation preferred

Active CPA license

Tools

CCH Axcess

BNA

Job description

NorthRock Partners seeks a seasoned Director, Tax Services to lead tax planning, compliance, and client service for high-net-worth individuals and related entities. You’ll partner with financial advisors to deliver integrated tax strategies within our Personal Office experience.

This client-focused role oversees complex tax engagements, provides technical guidance, and develops a high-performing team in a fast-paced environment. Minneapolis, Deer Park IL, or San Francisco offices accepted.