Tax Director for UHNW & Investment Structures

Propel Recruitment LLC; Seattle (WA); On-site; USD 200,000 - 400,000; Full time

Job summary

Propel Recruitment LLC, on behalf of our client in Seattle, seeks a Tax Director to oversee a sophisticated tax environment for ultra high-net-worth individuals, partnerships, trusts, and related entities.

This leadership role blends strategic planning with hands-on execution, serving as internal tax lead and coordinating with external advisors while driving improvements across the tax function.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 8+ years of progressive tax experience, ideally combining public accounting with private equity, investment management, or a similar environment.
• Active CPA license preferred.
• Deep expertise in taxation of ultra high-net-worth individuals, partnerships, pass-through entities, trusts, and complex ownership structures.
• Strong understanding of partnership taxation and multi-entity organizations.
• Experience managing relationships with external tax advisors while maintaining ownership of the internal tax function.
• Highly detail-oriented with exceptional organizational and project management skills.

Responsibilities

• Serve as the internal tax lead for ultra high-net-worth individuals, partnerships, trusts, and related entities.
• Partner directly with executives and senior leadership on tax strategy, planning initiatives, and the tax implications of investments and transactions.
• Act as the primary liaison with the organization's external public accounting firm, coordinating tax planning, compliance, return preparation, and review.
• Prepare and review tax workpapers, supporting schedules, and documentation to ensure accuracy, completeness, and timely execution.
• Coordinate tax reporting across multiple entities, investment structures, and ownership vehicles.
• Monitor changes in federal and state tax laws and proactively identify planning opportunities and potential risks.
• Collaborate closely with accounting, finance, legal, and investment professionals on acquisitions, restructurings, and other strategic initiatives.
• Improve tax processes, documentation, and internal controls.
• Support special projects and provide strategic tax guidance as new investment opportunities arise.

Skills

Tax experience

CPA license

UHNW tax

Partnership tax

Multi-entity

Education

Bachelor's degree

Job description

Propel Recruitment LLC, on behalf of our client in Seattle, seeks a Tax Director to oversee a sophisticated tax environment for ultra high-net-worth individuals, partnerships, trusts, and related entities.

This leadership role blends strategic planning with hands-on execution, serving as internal tax lead and coordinating with external advisors while driving improvements across the tax function.