Tax Director - Wealth Strategy Leader (Hybrid)

Vivid Resources; California; Hybrid; USD 185,000 - 230,000; Full time

Benefits offered by this job

Unlimited PTO

Stock options

New client commissions

Job summary

Vivid Resources is seeking a Tax Director (equivalent to Partner) in California to guide year-round tax planning for high-net-worth individuals and owner-operated businesses. The role leads client relationships, oversees complex planning, and drives growth for the practice.

You will report to the Chief Accounting Officer and shape the firm’s tax strategy while delivering superior client service and robust compliance across multi-state and international considerations.

Qualifications

• Bachelor's or Master's degree in Accounting/Finance/Economics or related field.
• 10+ years in public accounting with leadership experience.
• CPA or JD required for IRS client representation.
• Experience with high-net-worth or emerging wealth clients preferred.
• Strong technical command of complex tax issues.

Responsibilities

• Build and deliver tax planning strategies for clients while managing to budget.
• Serve as final reviewer on complex federal and multi-state returns, including signing.
• Maintain proactive client communications and set clear expectations.
• Deepen existing client relationships and win new high-net-worth and business clients through referrals.
• Lead, coach, and evaluate Associates and Managers.
• Apply modern tax technology and promote its use within the team.
• Advise client leadership on tax goals and long-term impact of today’s decisions.
• Strengthen team expertise across various return types and audit defense.

Skills

Tax strategy

Client management

Team leadership

Communication

Education

Bachelor's or Master's degree in Accounting/Finance/Economics

Tools

Excel

Google Workspace

Job description

Vivid Resources is seeking a Tax Director (equivalent to Partner) in California to guide year-round tax planning for high-net-worth individuals and owner-operated businesses. The role leads client relationships, oversees complex planning, and drives growth for the practice.

You will report to the Chief Accounting Officer and shape the firm’s tax strategy while delivering superior client service and robust compliance across multi-state and international considerations.