Tax Director - Private Client Leader for HNW Clients

Search Masters, Inc.

Houston (TX)

On-site

USD 180,000 - 280,000

Full time

14 days+

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Job summary

Search Masters, Inc. seeks a Director or Partner to lead its Private Client Services practice, overseeing complex tax engagements and providing strategic planning for high-net-worth individuals and closely held entities. The role focuses on leadership, client growth, and delivering sophisticated tax solutions.

The successful candidate will develop and expand relationships, supervise a team of tax professionals, and collaborate with colleagues to drive growth in a dynamic, entrepreneurial firm.

Qualifications

  • Bachelor’s or Master’s degree in Accounting.
  • Active CPA license required.
  • 10+ years of public accounting experience with a focus on high-net-worth clients.

Responsibilities

  • Oversee and manage all aspects of multiple client engagements.
  • Review and sign off on high-net-worth individual, fiduciary, partnership, and corporate tax filings.
  • Provide advanced tax consulting, planning, and structuring strategies.
  • Develop and expand client relationships, identifying opportunities for additional services.
  • Cultivate and grow a book of business.
  • Collaborate on strategic initiatives.
  • Supervise, mentor, and develop a team of tax professionals.

Education

Bachelor’s or Master’s degree in Accounting

Job description

Search Masters, Inc. seeks a Director or Partner to lead its Private Client Services practice, overseeing complex tax engagements and providing strategic planning for high-net-worth individuals and closely held entities. The role focuses on leadership, client growth, and delivering sophisticated tax solutions.

The successful candidate will develop and expand relationships, supervise a team of tax professionals, and collaborate with colleagues to drive growth in a dynamic, entrepreneurial firm.

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