Tax Director, Private Wealth
Core
Lead tax compliance and strategic planning for high-net-worth individuals, family offices, and private businesses, focusing on estate, gift, and succession planning.
Role type
Senior IC tax director (private wealth)
Builds
Proactive tax planning strategies and compliance solutions for affluent clients
Domain
Professional services / Tax advisory
Required skills
Complex tax return review, estate and gift tax planning, business succession planning, multi-state tax compliance, team leadership, client advisory
Preferred skills
Advanced degree in accounting, 12+ years in professional services tax consulting, experience with flow-through entities and SALT/Franchise tax, mentoring experience
Technologies
None stated
Responsibilities
Perform technical review of complex individual, partnership, S-corp, trust, estate, and gift tax returns; Lead engagements delivering proactive tax planning and strategic consulting; Advise clients on business succession planning; Manage client engagement staffing and profitability targets; Support team member development
Seniority
Director, supervisory and client leadership