Senior Director, Federal Tax (Private Client Services)
Core
Senior Director leading federal tax advisory and compliance for private companies, owners, and high net worth individuals, focusing on wealth transfer, succession planning, and complex tax returns.
Role type
Senior Director, Federal Tax (Private Client Services)
Builds
Personalized tax solutions and compliance processes for high net worth individuals and private companies
Domain
Professional Services / Federal Tax
Deliverable
client delivery
Required skills
Federal tax planning, wealth transfer and succession planning, tax compliance (partnerships, S-corps, trusts), complex tax research, team management, financial performance management, business development
Preferred skills
Mentoring and coaching, technology adoption for tax solutions, cross-functional collaboration
Technologies
RIA, CCH IntelliConnect, BNA, Lexis-Nexis, BNA Income Tax Planner, Microsoft Excel
Responsibilities
Establish long-term consultative relationships with private clients and high net worth individuals; Lead tax compliance processes for partnerships, S-corporations, trusts, and individual clients; Review research and analysis on complex tax issues; Manage risk, staffing, and financial performance for multiple engagements; Drive team development and ensure adherence to current tax practices; Actively pursue business development opportunities.
Seniority
Senior Director, hands-on leadership with strategic oversight