State and Local Tax Director- HNW/Private Wealth
Core
Senior leader for High Net Worth Individual, Estate, and Trust tax consulting, focusing on residency, domicile, and state income tax services.
Role type
Senior Director, State & Local Tax (Private Wealth)
Builds
Residency and state income tax services for high net worth individuals, families, business owners, executives, and family offices.
Domain
Taxation (State & Local), Private Wealth
Deliverable
client delivery
Required skills
High-net-worth residency expertise, state income tax controversy management, business development, team leadership, strategic planning, risk oversight, thought leadership
Preferred skills
None stated
Technologies
None stated
Responsibilities
Lead complex residency, domicile, and multistate individual income tax matters including audits and appeals; Provide executive-level quality and risk oversight for significant engagements; Drive business development and originate new opportunities; Build external referral networks with attorneys and wealth advisors; Establish market presence through thought leadership and speaking engagements; Develop and mentor Senior Managers and emerging leaders; Monitor legislative and regulatory developments; Define and improve practice methodologies and quality control processes.
Seniority
Director, hands-on IC with leadership responsibilities