Tax Director - Private Client Services

Jobot; Portland (ME); Remote; USD 170,000 - 200,000; Full time

Benefits offered by this job

Excellent benefits

Fully remote work options

Job summary

A specialized financial firm is seeking candidates with a strong tax background to support sophisticated tax planning for businesses and high-net-worth individuals. The role offers remote work options, excellent benefits, and a supportive team environment. Candidates will mentor team members, develop expertise in niche industries, and ensure exceptional client satisfaction. The ideal fit thrives in a collaborative setting and values work-life balance, among other benefits.

Qualifications

• Strong tax background with initiative.
• Experience in strategic advisory and consulting services.
• Ability to mentor and provide feedback to team members.

Responsibilities

• Support tax planning for businesses and high-net-worth individuals.
• Develop expertise in niche industries.
• Ensure exceptional client satisfaction and service delivery.

Job description

Overview

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Job details: new position - immediate need!

This Jobot Job is hosted by: Albert Simons

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

Salary: $170,000 - $200,000 per year

A bit about us

Are you someone who prefers to focus on client service vs worrying about billable hours or business development? We are a specialized firm offering a boutique feel. We proudly serve businesses and families throughout New England. Our team of seasoned professionals delivers strategic, personalized financial guidance tailored to each client’s unique needs.

As our firm continues to expand, exciting new roles are becoming available. If you have a strong tax background, take initiative, and enjoy collaborating with a wide range of industries and clients, we’d love to hear from you. We offer a supportive, team-oriented environment, leadership that values work-life balance, a family-friendly culture, competitive compensation and benefits, and clear paths for professional growth.

Why join us?

• Excellent benefits
• Fully remote work options

Job Details

Key Responsibilities:

• Support sophisticated tax planning efforts for closely held businesses and high-net-worth individuals
• Develop deep expertise in the firm’s niche industries and deliver strategic advisory and consulting services
• Mentor, supervise, and provide performance feedback to team members
• Collaborate with firm leadership to structure and manage a variety of client engagements
• Lead client service teams, ensuring exceptional client satisfaction, timely and efficient service delivery, and continuous team development
• Analyze and communicate solutions to complex tax matters, applying creativity, thorough research, and a strong understanding of tax regulations and their implications

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

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