Step into a high-impact leadership role where you will shape tax strategy, oversee complex compliance matters, and serve as a trusted advisor to high-net-worth clients. This is a direct hire opportunity with a firm that values technical excellence, sound judgment, and the ability to manage sophisticated individual and pass-through entity tax engagements.
About the Role:
As Tax Director, you will lead and manage complex tax compliance and consulting engagements for high-net-worth individuals and related S-corporations and partnerships. You will provide strategic tax guidance, oversee technical review of returns, and ensure the highest level of accuracy and compliance across all client work. Your leadership will directly influence client outcomes, internal processes, and the development of the tax team.
Key Responsibilities:
- Lead and oversee tax compliance engagements for high-net-worth individuals (1040), S-corporations (1120-S), and partnerships (1065), including complex K-1 reporting.
- Review and sign off on complex tax returns, ensuring technical accuracy, compliance with current tax laws, and alignment with client objectives.
- Provide proactive tax consulting and planning strategies to optimize after-tax outcomes for individuals and related entities.
- Manage and mentor tax staff and managers, setting expectations, reviewing work, and supporting professional development.
- Interpret and apply complex tax regulations, rulings, and legislative changes, and communicate implications to clients and internal stakeholders.
- Oversee tax research on intricate technical issues, documenting conclusions and advising on implementation.
- Collaborate with other service lines and external advisors to deliver coordinated tax solutions for high-net-worth clients.
- Drive process improvements and best practices in tax engagement management, workflow, and quality control.
Key Requirements:
- 10+ years of recent tax compliance and/or tax consulting experience in public accounting or in a mix of public/private tax roles.
- 10+ years of progressive experience providing tax compliance and consulting services for high-net-worth individuals (1040) and pass-through entities (S-corporations and partnerships).
- 6+ years of experience handling complex technical tax matters, including advanced individual and entity-level issues.
- Proven ability to lead and manage multiple complex tax engagements simultaneously with strong attention to detail.
- Demonstrated experience reviewing and signing complex returns and providing clear, actionable feedback to teams.
- Strong client-facing skills with the ability to explain complex tax concepts in a concise, practical manner.
- Advanced proficiency with tax preparation and research software and related technologies.
- Strong analytical, problem-solving, and decision-making abilities in a technical tax environment.
- Experience working directly with family offices, investment partnerships, and multi-entity structures.
- Background in multi-state individual and pass-through entity taxation.
- Exposure to estate, gift, and trust tax issues for high-net-worth clients.
- Experience contributing to tax policy, procedures, or firm-wide technical standards.
- Prior responsibility for staff scheduling, budgeting, or profitability management within a tax practice.
Qualifications:
- Bachelor's degree in Accounting or a closely related field is required.
- Active CPA license is required.
- Master's degree in Taxation or related discipline is preferred.
- Additional relevant tax certifications or advanced coursework are an advantage.
If you are a seasoned tax leader ready to take ownership of complex, high-profile client work, we invite you to apply and bring your expertise to this Tax Director opportunity.