Tax Director: Planning-Driven Advisory for HNW Clients

Distinct | North America

Dallas (TX)

On-site

USD 200,000 - 250,000

Full time

7 days ago
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Benefits offered by this job

401(k)
Medical insurance
Dental insurance
Vision insurance

Job summary

Distinct | North America in Dallas seeks a Tax Director to lead planning for clients with complex financial lives, focusing on 75% planning and 25% compliance. The role offers $200,000–$250,000 base plus a 25% target bonus and a performance-based upside.

You will work with the founders to shape new services and strategy while delivering sophisticated tax planning for oil & gas structures, investment partnerships and alternative assets.

Qualifications

  • CPA/EA/JD/LLM in Tax required
  • 8+ years in tax planning or advisory, not just compliance
  • Curiosity about the code and ability to craft creative, defensible positions
  • Commercial sense: strategy must work in the real world, not just on paper
  • Clear communication and willingness to help colleagues grow
  • CCH Axcess and SurePrep are a plus; Reg D, oil & gas or alternative strategies helpful

Responsibilities

  • Leading planning work for clients with complex financial lives
  • Researching and applying advanced positions across income, investment and business tax
  • Advising on oil and gas structures, fund investments and alternative assets
  • Providing client-facing advisors with technical depth on specific deals
  • Collaborating with the founding team on product and service design

Skills

Clear communication
Commercial sense
Creative tax positions
8+ years tax planning/advisory

Education

CPA, EA, JD or LLM in Tax

Tools

CCH Axcess
SurePrep

Job description

Distinct | North America in Dallas seeks a Tax Director to lead planning for clients with complex financial lives, focusing on 75% planning and 25% compliance. The role offers $200,000–$250,000 base plus a 25% target bonus and a performance-based upside.

You will work with the founders to shape new services and strategy while delivering sophisticated tax planning for oil & gas structures, investment partnerships and alternative assets.

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