Tax Director - Private Client Services

The team advises high-net-worth and ultra-high-net-worth individuals, families, business owners, family offices, trusts, estates, investment entities, and closely held businesses on complex tax planning and compliance matters. We are seeking an experienced Tax Director - Private Client Services to lead sophisticated tax compliance, planning, and advisory engagements for high-net-worth individuals, families, family offices, and closely held businesses.

Advise High-Net-Worth Families and Closely Held Businesses on Complex Tax Strategy

This Jobot Job is hosted by: Andrew Crain
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $190,000 - $250,000 per year

A bit about us:

We are working with a nationally recognized accounting, tax, and advisory firm with a sophisticated and growing Private Client Services practice.

The team advises high-net-worth and ultra-high-net-worth individuals, families, business owners, family offices, trusts, estates, investment entities, and closely held businesses on complex tax planning and compliance matters.

We are seeking an experienced Tax Director who can operate well beyond traditional compliance work. This person will serve as a trusted advisor to sophisticated clients, lead complex engagements, mentor tax professionals, and work closely with Partners on growing the Private Client practice.

Why join us?

Competitive $190K-$250K base salary plus discretionary bonus
Work directly with HNW and UHNW individuals, families, business owners, and family offices
Advise across individual, partnership, trust, estate, gift, and closely held business taxation
Handle sophisticated multi-entity and high-volume K-1 client structures
Significant ownership of client relationships and strategic tax planning
Direct interaction with firm Partners and senior leadership
Opportunity to help grow an established Private Client Services practice
Leadership responsibility across managers, seniors, and staff
Hybrid schedule with three days per week in office
Medical, dental, and vision insurance
401(k) and profit-sharing program
Generous PTO and paid firm holidays
Professional training and certification programs

Job Details

We are seeking an experienced Tax Director - Private Client Services to lead sophisticated tax compliance, planning, and advisory engagements for high-net-worth individuals, families, family offices, and closely held businesses.

This role requires someone who can see the entire financial picture of a private client rather than simply review individual returns.

Clients may have financial interests spanning operating companies, partnerships, investment entities, real estate, trusts, estates, family investment vehicles, and multigenerational wealth structures.

The Tax Director will serve as a senior relationship owner, technical resource, team leader, and strategic advisor while working closely with Partners on practice growth and business development.

Responsibilities

Lead complex tax compliance, planning, and consulting engagements for high-net-worth and ultra-high-net-worth individuals and families
Advise family offices, business owners, entrepreneurs, executives, and closely held businesses
Review complex federal, state, and local tax returns including Forms 1040, 1065, 1120-S, 1041, 706, and 709 as applicable
Advise clients on income tax planning, estate and gift strategies, wealth transfer, charitable planning, and entity structuring
Manage clients with complex investment portfolios, operating businesses, trusts, estates, partnerships, and significant K-1 activity
Develop proactive tax strategies and identify opportunities to reduce tax exposure
Serve as the primary relationship contact for sophisticated clients and their outside advisors
Coordinate with attorneys, wealth managers, investment advisors, family office professionals, and other client representatives
Lead engagement planning, staffing, budgeting, workflow, and deadline management
Review work prepared by managers and staff and provide technical guidance on complex tax issues
Mentor and develop managers, seniors, and staff
Collaborate with Partners on expanding existing client relationships and identifying new opportunities
Participate in business development, networking, proposals, and prospective client presentations
Stay current on federal, state, and local tax law developments affecting private clients

Qualifications

Bachelor's degree in Accounting from an accredited college or university
Active CPA license or EA certification required
Approximately 10+ years of progressive public accounting tax experience preferred for Director-level consideration
Significant experience serving high-net-worth individuals, families, family offices, or private clients
Deep technical knowledge of individual taxation
Strong partnership and pass-through entity tax experience
Experience with trusts, estates, and gift taxation
Experience reviewing complex Forms 1040 and 1065
Experience navigating high-volume K-1 environments
Understanding of closely held business taxation and multi-entity family structures
Demonstrated experience independently managing sophisticated client relationships
Experience leading complex tax engagements
Proven ability to develop managers and staff
Strong tax research, technical writing, and problem-solving skills
Executive-level communication and presentation capabilities
Ability to identify additional planning and advisory opportunities within client relationships
Ability to work from the office at least three days per week
Current authorization to work in the United States without current or future employer sponsorship

Preferred Qualifications

Master's degree in Taxation
JD or LLM in Taxation
Family office experience
Ultra-high-net-worth client exposure
Significant estate and gift tax experience
Experience with complex investment partnerships
Experience with real estate and closely held operating businesses
ProSystem fx / CCH experience
Strong business-development track record
Existing referral relationships with attorneys, wealth advisors, family offices, or financial institutions

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

<sub>Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy</sub>