Tax Director - Private Client Services

Jobot; McLean (VA); Hybrid; USD 180,000 - 225,000; Full time

Benefits offered by this job

Flexible hybrid schedule

Premium health, dental, & vision insurance options

401(k) + employer match

5+ weeks of PTO

HSA + FSA with employer contribution

Job summary

A leading advisory firm seeks an experienced Director for its Private Client Services Tax team in McLean, Virginia. This role demands strong qualifications in tax planning and client management, overseeing engagements for high-net-worth individuals, ensuring accuracy and strategic tax solutions. The position offers flexible hybrid working conditions, competitive compensation, and significant employee benefits including health insurance, 401(k), and extensive PTO.

Qualifications

• 10+ years of public accounting experience, including 5+ years in a leadership role.
• Familiarity with hedge fund and private equity K-1s is a plus.

Responsibilities

• Review federal and state individual and fiduciary tax returns.
• Serve as the primary contact for clients.
• Deliver tax planning, consulting, and compliance solutions.

Skills

Tax Planning

Client Management

Team Leadership

Education

Bachelor’s in Accounting

Master’s in Taxation

CPA

Job description

1 day ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$180,000.00/yr - $225,000.00/yr

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

Hybrid Schedule | Up to $225k base + Bonus + Equity | Top 20 firm!

This Jobot Job is hosted by Zach Allison

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $180,000 - $225,000 per year

A Bit About Us

A leading advisory firm is looking for a seasoned Director to join its Private Client Services (PCS) Tax team. This role involves overseeing tax engagements for high-net-worth individuals and fiduciaries, ensuring technical excellence and personalized service.



Why join us?

• My team and I have successfully placed 25+ Tax & Audit professionals at this firm and they all love it!
• Work for one of the fastest growing firms in the nation
• LinkedIn Top Companies 2024 The 15 best midsize employers to grow your career in the U.S.
• Flexible hybrid schedule
• Premium health, dental, & vision insurance options
• 401(k) + employer match
• 5+ weeks of PTO
• HSA + FSA with employer contribution
• And more!
  
  

Job Details

Key Responsibilities

• Review federal and state individual and fiduciary tax returns, projections, and supporting workpapers
• Serve as the primary contact for clients, managing all facets of their accounts
• Deliver tax planning, consulting, and compliance solutions tailored to client needs
• Identify planning opportunities through research and documentation of tax issues
• Ensure accuracy of filings and optimize client tax positions
• Contribute to business development and grow client relationships
• Lead and mentor team members; supervise staff development and engagement
• Monitor project timelines and maintain high-quality deliverables
  
  

Qualifications

• Bachelor’s in Accounting required
• Master’s in Taxation and CPA is a plus, but not required
• 10+ years of public accounting experience, including 5+ years in a leadership role
• Familiarity with hedge fund and private equity K-1s
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting, Financial Services, and Banking

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