Director, Tax Planning and Technologies

HB Wealth(“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC.

Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing unwavering financial peace of mind to the clients we are privileged to serve.

At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.

Director of Tax Planning & Technology

A fantastic opportunity to build, innovate, and lead at the intersection of tax strategy and technology. If you’re a tax leader who’s ready to go beyond compliance and truly shape how advanced tax planning is delivered, this role is for you. This is a highly visible, high-impact role where you’ll combine deep technical expertise with forward-thinking innovation to elevate both the advisor and client experience.

Why This Role Stands Out

• Build something meaningful. Help design and scale a modern tax planning platform, not just maintain one
• Influence at a high level. Partner directly with senior leadership and top advisors across the firm
• Go beyond traditional tax. Focus on strategy, planning, and innovation—not compliance work
• Be the expert. Step into a firmwide thought leader role with real visibility and impact
• Work with sophisticated clients. High and ultra-high-net-worth individuals with complex planning needs

What You’ll Own

As the firm’s go-to expert on individual income tax planning, you’ll guide advisors, shape strategy, and elevate the quality of advice delivered across the firm. You’ll play a central role in modernizing tax planning by evaluating and implementing technology that enhances how advisors work and deliver insights to clients.

You’ll partner closely with advisors to identify and execute high-impact, tax-aware strategies, helping make complex planning more accessible and scalable. In more sophisticated situations, you’ll step in as a trusted expert—supporting multi-year projections, navigating nuanced client scenarios, and joining key client conversations when needed.

You’ll also build strong relationships with external tax professionals, contribute to thought leadership, and help position the firm as a leader in tax strategy and innovation.

What You Bring

• Significant experience in individual income tax planning for high and ultra-high-net-worth clients
• Strong ability to interpret and apply complex tax concepts in practical planning situations
• Experience with multi-year tax projections, scenario modeling, and tax return analysis
• Familiarity with tax planning technology and an interest in improving tools and processes
• Effective collaboration and advisory skills, with the ability to work across teams and with senior stakeholders
• Experience supporting and developing advisors in tax-aware planning approaches
• Background working with financial advisors, family offices, or wealth management firms
• Sound judgment and experience handling complex client situations
• Strong communication and presentation skills, including client interaction
• CPA required; advanced degrees or certifications (MST, JD/LLM in Taxation) preferred