Tax Director

• Strategic Tax Expert:
  You bring deep expertise in complex tax planning and compliance, translating technical tax matters into practical recommendations that support clients’ broader financial goals.
• Collaborative Partner:
  You build trusted relationships with clients, financial advisors, and cross-functional teams, communicating complex concepts clearly and delivering a coordinated client experience.
• People-Focused Leader:
  You develop high-performing teams through coaching, mentorship, and accountability while continuously improving processes and service quality.

The Role

We’re looking for an experienced, client-focused tax professional to join our Tax Services team as Director, Tax Services. In this role, you’ll lead tax planning, compliance, and client service for high-net-worth individuals and related entities while partnering with financial advisors to deliver integrated tax strategies as part of our Personal Office® experience. You’ll oversee complex tax engagements, provide technical guidance, and develop team members to ensure accurate, timely, and exceptional service.

The ideal candidate thrives in a collaborative, fast-paced environment and is known for sound judgment, proactive problem-solving, and strong leadership.

This role can be located in our Minneapolis, MN, Deer Park, IL, or San Francisco, CA office.

What You’ll Do

• Lead proactive, year-round tax planning for high-net-worth individuals and related entities, addressing income, investments, business interests, charitable giving, and wealth transfer.
• 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.

What You Bring

• Bachelor’s degree in Accounting, Finance, Economics, or a related field required;
  Master’s degree in Taxation preferred.
• 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,…