Director of Tax Planning Services

Director of Tax Planning
Remote

The Director of Tax Planning Services serves as the firm's senior authority on advanced tax planning strategy, responsible for designing, leading, and scaling a best in class tax planning practice for high net worth individuals, closely held businesses, and real estate focused clients.

This role combines deep technical expertise with client advisory leadership and practice development. The Director owns the strategy, quality, and growth of the Tax Planning Services function and partners closely with firm leadership and client facing teams to deliver proactive, compliant, and impactful tax planning outcomes.

The successful candidate will function as a trusted advisor to clients, an internal subject matter leader, and a steward of both client outcomes and departmental performance.

Position's Intention
Tax Planning Services works in close collaboration with internal and external partners to provide clients with a fully integrated wealth and tax planning experience. This role requires a holistic understanding of each client's investment, estate, financial, tax, and philanthropic objectives and the ability to translate tax strategies into practical, implementable plans.

While legal documents are prepared by clients' independent legal counsel, this role is responsible for identifying opportunities, designing strategies, coordinating implementation, and ensuring alignment across all stakeholders.

Success Measurements
Success in this role is measured by:

• Growth and profitability of the Tax Planning Services practice
• Client retention, satisfaction, and realized tax savings outcomes
• Effective cross selling and expansion of tax planning services within existing client relationships
• Strength and development of the tax planning team
• Clear communication and collaboration with internal departments and external advisors

Essential Duties
Tax Strategy & Client Advisory

• Serve as primary advisor for complex tax planning engagements involving high net worth individuals, real estate investors, and closely held businesses
• Design, evaluate, and recommend sophisticated federal, state, and local tax strategies to minimize liabilities and maximize after tax outcomes
• Translate complex tax concepts into clear, actionable recommendations for clients and internal stakeholders
• Coordinate closely with clients' CPAs, attorneys, and advisors to ensure compliant and effective implementation

Practice Leadership & Growth

• Lead and scale the Tax Planning Services function, including service delivery, pricing considerations, and capacity planning
• Identify opportunities to expand tax planning offerings and integrate services across the firm
• Own departmental performance, including efficiency, quality, and revenue contribution

Research, Technical Oversight & Compliance

• Monitor legislative, regulatory, and case law developments affecting tax planning
• Proactively identify risks and opportunities arising from tax law changes
• Ensure all tax planning recommendations are well documented, compliant, and defensible

Team Leadership & Development

• Build, mentor, and manage a team of tax professionals
• Foster a culture of collaboration, accountability, and continuous technical development
• Provide internal education and training as tax laws and strategies evolve

Internal & Cross Functional Collaboration

• Serve as the firm's internal tax planning authority, advising accounting, finance, operations, and leadership teams
• Partner with marketing to develop thought leadership, client education materials, and authoritative tax content
• Support client facing teams by addressing technical questions and assisting with complex engagements

Audit Support & Issue Resolution

• Guide clients through IRS and state audit inquiries related to tax planning matters
• Assist in developing documentation and strategic responses in coordination with external counsel and preparers

Skills/Qualifications:

• Strong organizational and time management skills with exceptional attention to detail
• Ability to manage multiple deadlines in a fast-paced, deadline-driven environment
• Strong written and verbal communication skills
• High level of accountability and follow-through
• Ability to work independently and collaboratively across teams
• Problem-solving mindset with a focus on process improvement
• Discretion in handling sensitive and confidential information

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Certification:

• Juris Doctor (JD) with an active license to practice law in at least one U.S. jurisdiction OR
• Certified Public Accountant (CPA) with demonstrated expertise in advanced tax planning and strategy
• Master of Laws (LL.M.) in Taxation strongly preferred

Language & Communication Skills:

• Ability to clearly communicate complex tax…