Tax Director | Private Client Services

Essential Functions and Primary Duties

• Client Management
  • Serve as the primary point of contact for high-net-worth clients.
  • Build and maintain strong client relationships, understanding their financial goals and objectives.
  • Provide personalized tax planning and advisory services tailored to the unique needs of each client.
• Tax Planning and Strategy
  • Develop and implement comprehensive tax strategies for high net worth individuals and families.
  • Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency.
  • Advise clients on wealth preservation, estate planning, and other tax-related matters.
• Team Leadership
  • Manage and lead a team of tax professionals, including tax managers, senior tax consultants, and other staff.
  • Provide guidance, mentorship, and support to team members.
  • Oversee the workflow and ensure timely and accurate delivery of tax services.
• Compliance
  • Ensure that tax returns, including Personal, fiduciary, foundation, gift and estate as well as related documents are prepared accurately and filed on time.
  • Navigate the complexities of each of their individual tax strategies, challenges and provide solutions.
  • Review complex tax returns and financial statements.
  • Coordinate with other departments to gather necessary information for tax compliance.
• Business Development
  • Identify opportunities to expand the firm's high net worth tax practice.
  • Participate in business development activities, including networking events and client presentations.
  • Work with the marketing team to develop promotional materials and strategies.
• Risk Management
  • Assess and mitigate potential risks associated with tax planning and compliance.
  • Implement internal controls and best practices to ensure high-quality service delivery.

Preferred Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA or other relevant certifications preferred.
• Extensive experience in tax planning and compliance, with a focus on high net worth individuals.
• Strong knowledge of tax laws and regulations.
• Excellent leadership and interpersonal skills.
• Proven ability to manage and develop a team.
• Exceptional communication and presentation skills.
• Business development and client relationship management experience.

Minimum Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs