Tax Director

We’re partnering with a growing Investment Advisory firm to identify a Head of Tax to lead and expand a high-touch tax function serving high-net-worth clients and families. Based on the provided job spec, this role combines strategic client advisory work with technical tax leadership and team management.What You’ll Do·      Provide high-touch tax planning, compliance, and advisory services to high-net-worth clients and families.·      Oversee and review work prepared by an offshore tax team.·      Manage tax return preparation and filing for Forms 1040, 1041, 1065, and 1120-S.·      Lead client meetings and respond to complex tax questions with practical, strategic guidance.·      Identify planning opportunities, efficiencies, and potential tax risks through return review and analysis.·      Collaborate with internal teams and external advisors to support federal and state tax compliance.·      Research complex tax matters and communicate findings clearly to clients and advisors.·      Build out the tax team in addition to mentoring and developing junior tax staff as the department continues to grow.·      Support special projects and department-building initiatives.What We’re Looking For·      8+ years of experience as a Tax Manager or Senior Tax Manager in public accounting or an RIA.·      Active CPA or MST highly preferred.·      Strong expertise in taxation for individuals, S corporations, trusts, and partnerships.·      Experience managing an offshore tax team is preferred.·      Prior experience with Holistiplan is a plus.·      Bachelor’s degree in accounting, finance, economics, or a related field.·      Excellent client communication, organization, and time management skills.·      A detail-oriented approach and commitment to delivering exceptional client service.Client offers a VERY competitive compensation package in the $200-275 base salary range depending on experience, plus target bonus and great benefits.  Position offers an excellent quality of life and work life balance and would be a great transition out of high stress / high hours public accounting.