Tax Director - UHNW Planning & Leadership

Northrock Financial Services LLC; San Francisco (CA); Presencial; USD 211.000 - 290.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

ESOP

Retirement plans

Tuition reimbursement

Healthcare

PTO

Descripción de la vacante

NorthRock Partners in San Francisco, CA seeks a Director, Tax Services to lead tax planning, compliance, and client service for high-net-worth individuals and related entities. You will partner with financial advisors to deliver integrated tax strategies as part of our Personal Office experience.

The role oversees complex engagements, provides technical guidance, and develops team members to ensure accurate, timely, and exceptional service in a collaborative, fast-paced environment.

Formación

• Bachelor’s degree in Accounting, Finance, Economics, or related field required.
• Active CPA license required.
• 10+ years of progressive experience in public accounting and tax services, including extensive experience serving high-net-worth clients.
• Minimum of two years of formal supervisory experience, with demonstrated success developing and leading tax professionals.
• Advanced expertise in complex tax return preparation, review, tax planning, and consulting for high-net-worth individuals and related entities.
• Experience managing tax authority inquiries, examinations, audits, and complex compliance matters.
• Proficiency with professional tax preparation, research, and workflow systems, including CCH Axcess and BNA.
• Strong analytical, research, and problem-solving skills, with the ability to provide sound technical guidance and practical recommendations.
• Excellent communication and relationship-building skills, including the ability to explain complex tax matters to clients and colleagues.
• Demonstrated ability to manage competing priorities, improve team processes, and maintain exceptional service quality under deadlines.
• Strong leadership, organizational, and collaboration skills, with a commitment to developing talent and fostering accountability.

Responsabilidades

• Lead proactive year-round tax planning for high-net-worth individuals and related entities.
• Partner with financial advisors and cross-functional teams to develop and implement tax strategies aligned with clients’ broader financial goals.
• Serve as a trusted tax resource to clients and advisors, communicating complex tax considerations and providing clear, actionable recommendations.
• Oversee the preparation and review of complex tax returns, ensuring accuracy, timely completion, and alignment with tax planning strategies.
• Provide guidance on trust and gift tax planning and compliance in collaboration with estate planning professionals and other specialists.
• Research complex federal, state, and local tax matters, document technical conclusions, and coordinate responses to tax notices, examinations, and audits.
• Lead, coach, and develop Tax Services team members through technical guidance, performance feedback, and professional development.
• Manage client and advisor expectations through proactive communication, timely follow-up, and effective resolution of service needs.
• Identify opportunities to enhance workflows, improve operational efficiency, and deliver a consistent, high-quality client experience.

Conocimientos

Tax expertise

Leadership

Communication

Client service

Team development

Educación

Bachelor’s degree in Accounting, Finance, Economics, or related field

Master’s degree in Taxation preferred

Active CPA license

Herramientas

CCH Axcess

BNA

Descripción del empleo

NorthRock Partners in San Francisco, CA seeks a Director, Tax Services to lead tax planning, compliance, and client service for high-net-worth individuals and related entities. You will partner with financial advisors to deliver integrated tax strategies as part of our Personal Office experience.

The role oversees complex engagements, provides technical guidance, and develops team members to ensure accurate, timely, and exceptional service in a collaborative, fast-paced environment.