Tax Director (Wealth Management)

We're partnering with a growing wealth management firm and conducting a search for a Tax Director. If you have strong experience advising high-net-worth individuals across multiple states and are looking to lead a tax practice within a collaborative, client-focused environment, this could be a great opportunity. Position Details: Title: Tax Director Location: Flexible (remote or hybrid options available) Key Responsibilities: Lead and manage the firms tax advisory services for high-net-worth clients Oversee the preparation and review of complex individual, trust, estate, and partnership tax returns Provide strategic tax planning and wealth preservation strategies Advise clients on multi-state tax issues, charitable planning, and estate and gift tax matters Research and communicate updates on tax law changes affecting high-net-worth individuals Mentor and develop junior tax staff Collaborate with financial advisors to deliver fully integrated wealth management solutions Qualifications: CPA or JD/LLM with significant tax specialization 8+ years of experience working with high-net-worth individuals in a Public accounting or wealth management environment Strong technical knowledge in individual, trust, estate, and partnership taxation Experience advising clients with complex multi-state and international considerations Excellent communication skills and ability to build lasting client relationships Email your resume directly to [email protected] . I'll follow up with more details once received.