Tax Director – Private Client Service, HNW

• Serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices
• Lead sophisticated tax planning, consulting, and compliance engagements
• Handle individual, trust, estate, gift, and closely held business taxation
• Provide tax compliance and consulting to high-net-worth individuals, partnerships, and corporations
• Oversee complex tax research projects across diverse clients and industries
• Help clients minimize federal, state, and local tax liability
• Supervise tax associates’ assignments and manage day-to-day delivery of tax consulting services
• Develop and motivate tax seniors and associates through work review, counseling, leadership, and career guidance
• Manage multiple engagements and deliver high-quality products timely and efficiently
• Advise clients on wealth preservation, succession planning, liquidity events, and business transitions

• 7 or more years’ experience in public accounting with an emphasis on Tax
• BS/BA degree in Accounting or related field (Masters degree a plus)
• Licensed CPA or EA certified
• Capability to research and oversee complex tax issues and projects with exposure to a variety of entities and industries
• Able to manage multiple complex projects and deliver in a timely manner
• Ability and/or interest in generating and building business, delegating work and managing staff
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills

Demonstrates expertise in tax planning, compliance, and consulting for high-net-worth individuals and entities, with a strong focus on managing complex projects and leading teams. Proven ability to provide strategic advice on wealth preservation and business transitions while ensuring timely delivery of high-quality services.

• Tax Planning
• Tax Compliance
• CPA License
• Project Management
• Analytical Skills

• Tax Consulting
• Estate Taxation
• Trust Taxation
• Gift Taxation
• Business Taxation
• Tax Research
• Wealth Preservation
• Succession Planning
• Liquidity Events
• Business Transitions

• Leadership
• Communication
• Presentation Skills
• Problem-Solving
• Team Management

• CPA
• EA

• Public Accounting
• High-Net-Worth Individuals
• Multi-Generational Families
• Family Offices
• Partnerships
• Corporations