Senior Director, Federal Tax (Private Client Services)
Core
Senior Director leading federal tax compliance and planning for private companies, owners, and high net worth individuals.
Role type
Senior Director, Federal Tax (Private Client Services)
Builds
Tax compliance solutions, wealth transfer strategies, and succession planning for private clients.
Domain
Professional Services / Federal Tax
Deliverable
client delivery
Required skills
Federal tax planning, wealth transfer, succession planning, tax compliance (partnerships, S-corps, trusts), complex tax research, team management, financial performance management, business development, client advisory
Preferred skills
Mentoring, technology adoption, trend identification
Technologies
RIA, CCH IntelliConnect, BNA, Lexis-Nexis, BNA Income Tax Planner, Microsoft Excel
Responsibilities
Establish long-term consultative relationships with private clients; lead tax compliance for partnerships, S-corps, trusts, and individuals; review complex tax research and analysis; manage risk, staffing, and financial performance for multiple engagements; mentor and develop team members; pursue business development opportunities.
Seniority
Senior Director, hands-on leadership & strategy