Director, Private Client Group

The Director will be supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships.

The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution.

RESPONSIBILITIES:

• Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters.
• Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards.
• Review advanced individual, fiduciary, and partnership tax returns and related deliverables.
• Partner with clients' external advisors (attorneys, wealth managers, family office professionals) to address multi-dimensional tax and wealth considerations.
• Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback.
• Support Partners in strengthening long-term client relationships and identifying opportunities to expand services.
• Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams.
• Contribute to practice initiatives, including training, process improvement, and knowledge sharing within the Private Client Group.

QUALIFICATIONS:

Education:

• Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
• CPA preferred.

Experience:

• 10+ years of progressive public accounting experience with a strong focus on high-net-worth taxation.
• Demonstrated experience with individual, trust, estate, and partnership tax matters.
• Prior experience supervising teams and reviewing complex tax work.
• Strong interpersonal skills with the ability to build credibility with clients and colleagues.
• Highly organized, detail-oriented, and capable of managing multiple priorities simultaneously.

Compensation:

• Competitive annual salary in the range of $200,000 to $350,000, based on individual's experience level.