Tax Managing Director - Private Client Services

Location:

San Antonio, TX

Our client, a well-established national professional services firm, is seeking an experienced Tax Managing Director – Private Client Services to join its San Antonio team. This is an opportunity for an accomplished tax professional who enjoys working closely with high-net-worth individuals, families, entrepreneurs, and family offices on complex tax matters. The position offers a combination of sophisticated tax planning, hands-on client advisory work, team leadership, and practice development.

The Managing Director will serve as a trusted advisor to clients, lead complex tax engagements, and play an important role in the continued growth of the firm's Private Client Services practice.

• Lead complex tax compliance and consulting engagements for high-net-worth individuals, families, family offices, and closely held businesses.
• Review and oversee the preparation of individual, trust, estate, gift, partnership, S corporation, and private foundation tax returns.
• Develop and implement tax planning strategies involving income tax, wealth preservation, estate and gift taxation, and business succession.
• Advise clients on the tax implications of significant financial decisions, business transactions, and changing personal circumstances.
• Research and resolve complex federal and state tax matters, including representation and communication with taxing authorities.
• Coordinate with attorneys, financial advisors, investment professionals, and other specialists to provide comprehensive tax solutions.
• Stay current on tax legislation and regulatory developments, identifying planning opportunities and potential risks for clients.

• Serve as a primary advisor and relationship manager for a portfolio of sophisticated private clients.
• Build long-term relationships with clients and their families, developing a thorough understanding of their financial circumstances and objectives.
• Present complex tax planning recommendations in a clear, practical manner to clients and their advisors.
• Identify opportunities to expand existing client relationships through additional consulting and advisory services.
• Participate in business development activities, professional networking, and cultivating relationships with referral sources.
• Work collaboratively with firm leadership to support the continued growth and development of the Private Client Services practice.

• Lead and manage teams of tax professionals responsible for complex compliance and consulting engagements.
• Provide technical guidance, review work products, and ensure high standards of quality and client service.
• Mentor and develop associates, senior associates, and managers, supporting their technical and professional growth.
• Oversee engagement planning, staffing, scheduling, and workflow to ensure timely delivery and effective resource utilization.
• Monitor engagement performance, including budgets, realization, profitability, and client satisfaction.
• Contribute to recruiting, training, and other practice management initiatives.

• Bachelor's degree in Accounting, Finance, or a related field.
• 10+ years of progressive tax experience, with significant expertise advising high-net-worth individuals and families.
• Strong technical knowledge of individual, estate, trust, gift, and pass-through entity taxation.
• Experience managing complex tax engagements and serving as a primary client relationship contact.
• Prior supervisory experience, including the ability to lead, mentor, and develop tax professionals.
• Active CPA, Enrolled Agent…