Tax Director - Private Client Services

Jobot; Bethesda (MD); Hybrid; USD 190,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) and profit-sharing program

Generous PTO and paid firm holidays

Professional training andCertification

Job summary

Jobot in Bethesda, MD seeks an experienced Tax Director – Private Client Services to lead sophisticated tax compliance, planning, and advisory engagements for high-net-worth individuals and closely held businesses.

The role requires deep technical expertise, strong client relationship management, mentorship of staff, and collaboration with Partners to grow the practice. Hybrid schedule with three in-office days.

Qualifications

• Bachelor's degree in Accounting from an accredited college or university.
• Active CPA license or EA certification required.
• Approximately 10+ years of progressive public accounting tax experience.
• Experience serving high-net-worth individuals, families, family offices, or private clients.
• Deep technical knowledge of individual taxation.
• Experience with trusts, estates, and gift taxation.
• Experience reviewing complex Forms 1040 and 1065.

Responsibilities

• Lead complex tax compliance, planning, and consulting engagements for high-net-worth and ultra-high-net-worth individuals and families.
• Advise family offices, business owners, entrepreneurs, executives, and closely held businesses.
• Review complex federal, state, and local tax returns including Forms 1040, 1065, 1120-S, 1041, 706, and 709 as applicable.
• Advise clients on income tax planning, estate and gift strategies, wealth transfer, charitable planning, and entity structuring.
• Manage clients with complex investment portfolios, operating businesses, trusts, estates, partnerships, and significant K-1 activity.
• Develop proactive tax strategies and identify opportunities to reduce tax exposure.
• Serve as the primary relationship contact for sophisticated clients and their outside advisors.
• Coordinate with attorneys, wealth managers, investment advisors, family office professionals, and other client representatives.
• Lead engagement planning, staffing, budgeting, workflow, and deadline management.
• Review work prepared by managers and staff and provide technical guidance on complex tax issues.
• Mentor and develop managers, seniors, and staff.
• Collaborate with Partners on expanding existing client relationships and identifying new opportunities.
• Participate in business development, networking, proposals, and prospective client presentations.
• Stay current on federal, state, and local tax law developments affecting private clients

Skills

Executive communication

Relationship mgmt

Tax advisory

Mentor staff

Education

Bachelor's degree in Accounting

Master's degree in Taxation

JD or LLM in Taxation

CPA license or EA certification

Tools

ProSystem fx / CCH

Job description

Advise High-Net-Worth Families and Closely Held Businesses on Complex Tax Strategy

Salary: $190,000 - $250,000 per year

A bit about us

We are working with a nationally recognized accounting, tax, and advisory firm with a sophisticated and growing Private Client Services practice.

The team advises high-net-worth and ultra-high-net-worth individuals, families, business owners, family offices, trusts, estates, investment entities, and closely held businesses on complex tax planning and compliance matters.

We are seeking an experienced Tax Director who can operate well beyond traditional compliance work. This person will serve as a trusted advisor to sophisticated clients, lead complex engagements, mentor tax professionals, and work closely with Partners on growing the Private Client practice.

Why join us

• Competitive $190K-$250K base salary plus discretionary bonus


• Work directly with HNW and UHNW individuals, families, business owners, and family offices


• Advise across individual, partnership, trust, estate, gift, and closely held business taxation


• Handle sophisticated multi-entity and high-volume K-1 client structures


• Significant ownership of client relationships and strategic tax planning


• Direct interaction with firm Partners and senior leadership


• Opportunity to help grow an established Private Client Services practice


• Leadership responsibility across managers, seniors, and staff


• Hybrid schedule with three days per week in office


• Medical, dental, and vision insurance


• 401(k) and profit-sharing program


• Generous PTO and paid firm holidays


• Professional training and certification programs

Job Details

We are seeking an experienced Tax Director - Private Client Services to lead sophisticated tax compliance, planning, and advisory engagements for high-net-worth individuals, families, family offices, and closely held businesses.

This role requires someone who can see the entire financial picture of a private client rather than simply review individual returns.

Clients may have financial interests spanning operating companies, partnerships, investment entities, real estate, trusts, estates, family investment vehicles, and multigenerational wealth structures.

The Tax Director will serve as a senior relationship owner, technical resource, team leader, and strategic advisor while working closely with Partners on practice growth and business development.

Responsibilities

• Lead complex tax compliance, planning, and consulting engagements for high-net-worth and ultra-high-net-worth individuals and families


• Advise family offices, business owners, entrepreneurs, executives, and closely held businesses


• Review complex federal, state, and local tax returns including Forms 1040, 1065, 1120-S, 1041, 706, and 709 as applicable


• Advise clients on income tax planning, estate and gift strategies, wealth transfer, charitable planning, and entity structuring


• Manage clients with complex investment portfolios, operating businesses, trusts, estates, partnerships, and significant K-1 activity


• Develop proactive tax strategies and identify opportunities to reduce tax exposure


• Serve as the primary relationship contact for sophisticated clients and their outside advisors


• Coordinate with attorneys, wealth managers, investment advisors, family office professionals, and other client representatives


• Lead engagement planning, staffing, budgeting, workflow, and deadline management


• Review work prepared by managers and staff and provide technical guidance on complex tax issues


• Mentor and develop managers, seniors, and staff


• Collaborate with Partners on expanding existing client relationships and identifying new opportunities


• Participate in business development, networking, proposals, and prospective client presentations


• Stay current on federal, state, and local tax law developments affecting private clients

Qualifications

• Bachelor's degree in Accounting from an accredited college or university


• Active CPA license or EA certification required


• Approximately 10+ years of progressive public accounting tax experience preferred for Director-level consideration


• Significant experience serving high-net-worth individuals, families, family offices, or private clients


• Deep technical knowledge of individual taxation


• Strong partnership and pass-through entity tax experience


• Experience with trusts, estates, and gift taxation


• Experience reviewing complex Forms 1040 and 1065


• Experience navigating high-volume K-1 environments


• Understanding of closely held business taxation and multi-entity family structures


• Demonstrated experience independently managing sophisticated client relationships


• Experience leading complex tax engagements


• Proven ability to develop managers and staff


• Strong tax research, technical writing, and problem-solving skills


• Executive-level communication and presentation capabilities


• Ability to identify additional planning and advisory opportunities within client relationships


• Ability to work from the office at least three days per week


• Current authorization to work in the United States without current or future employer sponsorship

Preferred Qualifications

• Master's degree in Taxation


• JD or LLM in Taxation


• Family office experience


• Ultra-high-net-worth client exposure


• Significant estate and gift tax experience


• Experience with complex investment partnerships


• Experience with real estate and closely held operating businesses


• ProSystem fx / CCH experience


• Strong business-development track record


• Existing referral relationships with attorneys, wealth advisors, family offices, or financial institutions

Equal Opportunity Employer

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.