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Jobot

Tax Director - Private Client Services

mclean, VA

Check who can apply and the requirements below before continuing.

About this opportunity

Jobot lists this Tax Director - Private Client Services opportunity in mclean, Virginia. Review the employer’s description below for duties, qualifications and application requirements.

Job description

1 day ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$180,000.00/yr - $225,000.00/yr

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

Hybrid Schedule | Up to $225k base + Bonus + Equity | Top 20 firm!

This Jobot Job is hosted by Zach Allison

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

Salary $180,000 - $225,000 per year

A Bit About Us

A leading advisory firm is looking for a seasoned Director to join its Private Client Services (PCS) Tax team. This role involves overseeing tax engagements for high-net-worth individuals and fiduciaries, ensuring technical excellence and personalized service.

Why join us?

My team and I have successfully placed 25+ Tax & Audit professionals at this firm and they all love it!

Work for one of the fastest growing firms in the nation

LinkedIn Top Companies 2024 The 15 best midsize employers to grow your career in the U.S.

Flexible hybrid schedule

Premium health, dental, & vision insurance options

401(k) + employer match

5+ weeks of PTO

HSA + FSA with employer contribution

And more!

Job Details

Key Responsibilities

Review federal and state individual and fiduciary tax returns, projections, and supporting workpapers

Serve as the primary contact for clients, managing all facets of their accounts

Deliver tax planning, consulting, and compliance solutions tailored to client needs

Identify planning opportunities through research and documentation of tax issues

Ensure accuracy of filings and optimize client tax positions

Contribute to business development and grow client relationships

Lead and mentor team members; supervise staff development and engagement

Monitor project timelines and maintain high-quality deliverables

Qualifications

Bachelor’s in Accounting required

Master’s in Taxation and CPA is a plus, but not required

10+ years of public accounting experience, including 5+ years in a leadership role

Familiarity with hedge fund and private equity K-1s

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

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

Seniority level

Director

Employment type

Employment type

Full-time

Job function

Job function

Accounting/Auditing and Finance

Industries

Accounting, Financial Services, and Banking

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Worksite address

mclean, VA, 22107, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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