Tax Director/Senior Tax Director

Landing Point; Miami (FL); Presencial; USD 300.000 - 500.000; Jornada completa

Descripción de la vacante

Landing Point is seeking a Director/Senior Director of Tax to lead tax planning and compliance for ultra-high-net-worth clients. You will collaborate with wealth advisors and estate planning teams to deliver proactive tax strategies and oversee complex returns.

The role requires extensive experience in tax planning and compliance, strong leadership, and the ability to develop staff while contributing to business development. Compensation reflects a high-earning UHNW practice.

Formación

• 12+ years tax experience in public accounting, family office, or wealth management.
• Expertise in individual, trust, estate, and gift tax planning and compliance.
• Active CPA, EA, or JD/bar license; MST or LLM a plus.
• Proven experience leading and developing teams and managing senior client relationships.
• Strong technical research and written/verbal communication skills.

Responsabilidades

• Serve as the senior tax advisor to UHNW clients, partnering closely with wealth advisors and estate planning teams.
• Lead proactive income, gift, estate, and trust tax planning, including multi-year projections and transaction planning.
• Provide final review of complex individual (1040), fiduciary (1041), gift (709), partnership (1065), and private foundation (990-PF) returns.
• Oversee IRS and state notices, audits, and controversy matters.
• Research complex technical issues and communicate recommendations to clients and advisors.
• Lead, mentor, and develop managers and staff; manage workflow, quality, and client service across the team.
• Contribute to business development and the growth of the tax practice.

Conocimientos

Tax planning

Tax compliance

Team leadership

Client relationship management

Strong communication

Educación

CPA/EA/JD licensed

Descripción del empleo

Company Overview

A leading integrated, fee-only wealth management firm with offices in San Francisco and New York City is seeking a Director/Senior Director of Tax. This role will focus on tax planning and compliance for ultra-high-net-worth clients and families.

Job Responsibilities

• Serve as the senior tax advisor to UHNW clients and families, partnering closely with wealth advisors and estate planning teams
• Lead proactive income, gift, estate, and trust tax planning, including multi-year projections and transaction planning
• Provide final review of complex individual (1040), fiduciary (1041), gift (709), partnership (1065), and private foundation (990-PF) returns
• Oversee IRS and state notices, audits, and controversy matters
• Research complex technical issues and communicate recommendations to clients and advisors
• Lead, mentor, and develop managers and staff; manage workflow, quality, and client service across the team
• Contribute to business development and the growth of the tax practice

Qualifications

• 12+ years of tax experience in public accounting, family office, or wealth management, with a significant focus on HNW/UHNW clients
• Deep expertise in individual, trust, estate, and gift tax planning and compliance
• Active CPA, EA, or JD/bar license required; MST or LLM a plus
• Proven experience leading and developing teams and managing senior client relationships
• Strong technical research and written/verbal communication skills

Compensation

Salary: $300,000 - $500,000 + Bonus