Tax Director - Private Client Services

Job description

Advise High-Net-Worth Families and Closely Held Businesses on Complex Tax Strategy

Jobot Job is hosted by: Andrew Crain

Salary: $190,000 - $250,000 per year

A bit about us

We are working with a nationally recognized accounting, tax, and advisory firm with a sophisticated and growing Private Client Services practice.

The team advises high-net-worth and ultra-high-net-worth individuals, families, business owners, family offices, trusts, estates, investment entities, and closely held businesses on complex tax planning and compliance matters.

We are seeking an experienced Tax Director who can operate well beyond traditional compliance work. This person will serve as a trusted advisor to sophisticated clients, lead complex engagements, mentor tax professionals, and work closely with Partners on growing the Private Client practice.

Why join us

Competitive $190K-$250K base salary plus discretionary bonus

Work directly with HNW and UHNW individuals, families, business owners, and family offices

Advise across individual, partnership, trust, estate, gift, and closely held business taxation

Handle sophisticated multi-entity and high-volume K-1 client structures

Significant ownership of client relationships and strategic tax planning

Direct interaction with firm Partners and senior leadership

Opportunity to help grow an established Private Client Services practice

Leadership responsibility across managers, seniors, and staff

Hybrid schedule with three days per week in office

Medical, dental, and vision insurance

401(k) and profit-sharing program

Generous PTO and paid firm holidays

Professional training and certification programs

Job Details

We are seeking an experienced Tax Director - Private Client Services to lead sophisticated tax compliance, planning, and advisory engagements for high-net-worth individuals, families, family offices, and closely held businesses.

This role requires someone who can see the entire financial picture of a private client rather than simply review individual returns.

Clients may have financial interests spanning operating companies, partnerships, investment entities, real estate, trusts, estates, family investment vehicles, and multigenerational wealth structures.

The Tax Director will serve as a senior relationship owner, technical resource, team leader, and strategic advisor while working closely with Partners on practice growth and business development.

Responsibilities

Lead complex tax compliance, planning, and consulting engagements for high-net-worth and ultra-high-net-worth individuals and families

Advise family offices, business owners, entrepreneurs, executives, and closely held businesses

Review complex federal, state, and local tax returns including Forms 1040, 1065, 1120-S, 1041, 706, and 709 as applicable

Advise clients on income tax planning, estate and gift strategies, wealth transfer, charitable planning, and entity structuring

Manage clients with complex investment portfolios, operating businesses, trusts, estates, partnerships, and significant K-1 activity

Develop proactive tax strategies and identify opportunities to reduce tax exposure

Serve as the primary relationship contact for sophisticated clients and their outside advisors

Coordinate with attorneys, wealth managers, investment advisors, family office professionals, and other client representatives

Lead engagement planning, staffing, budgeting, workflow, and deadline management

Review work prepared by managers and staff and provide technical guidance on complex tax issues

Mentor and develop managers, seniors, and staff

Collaborate with Partners on expanding existing client relationships and identifying new opportunities

Participate in business development, networking, proposals, and prospective client presentations

Stay current on federal, state, and local tax law developments affecting private clients

Qualifications

Bachelor's degree in Accounting from an accredited college or university

Active CPA license or EA certification required

Approximately 10+ years of progressive public accounting tax experience preferred for Director-level consideration

Significant experience serving high-net-worth individuals, families, family offices, or private clients

Deep technical knowledge of individual taxation

Strong partnership and pass-through entity tax experience

Experience with trusts, estates, and gift taxation

Experience reviewing complex Forms 1040 and 1065

Experience navigating high-volume K-1 environments

Understanding of closely held business taxation and multi-entity family structures

Demonstrated experience independently managing sophisticated client relationships

Experience leading complex tax engagements

Proven ability to develop managers and staff

Strong tax research, technical writing, and problem-solving skills

Executive-level communication and presentation capabilities

Ability to identify additional planning and advisory opportunities within client relationships

Ability to work from the office at least three days per week

Current authorization to work in the United States without current or future employer sponsorship

Preferred Qualifications

Master's degree in Taxation

JD or LLM in Taxation

Family office experience

Ultra-high-net-worth client exposure

Significant estate and gift tax experience

Experience with complex investment partnerships

Experience with real estate and closely held operating businesses

ProSystem fx / CCH experience

Strong business-development track record

Existing referral relationships with attorneys, wealth advisors, family offices, or financial institutions

Equal Opportunity Employer

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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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Who can apply

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