Unknown Company

Tax Director (Wealth Management)

albany, ny • Posted 1 weeks ago
Remote Full Time General

Tax Director (Wealth Management)Albany, New York, United States$ 125,000.00 - 175,000.00 (US Dollar)We're partnering with a growing wealth management firm and conducting a search for a Tax Director. If you have strong experience advising high-net-worth individuals across multiple states and are looking to lead a tax practice within a collaborative, client-focused environment, this could be a great opportunity.Position Details:Title: Tax DirectorLocation: Flexible (remote or hybrid options available)Key Responsibilities:Lead and manage the firm's tax advisory services for high-net-worth clientsOversee the preparation and review of complex individual, trust, estate, and partnership tax returnsProvide strategic tax planning and wealth preservation strategiesAdvise clients on multi-state tax issues, charitable planning, and estate and gift tax mattersResearch and communicate updates on tax law changes affecting high-net-worth individualsMentor and develop junior tax staffCollaborate with financial advisors to deliver fully integrated wealth management solutionsQualifications:CPA or JD/LLM with significant tax specialization8+ years of experience working with high-net-worth individuals in a public accounting or wealth management environmentStrong technical knowledge in individual, trust, estate, and partnership taxationExperience advising clients with complex multi-state and international considerationsExcellent communication skills and ability to build lasting client relationshipsEmail your resume directly to I'll follow up with more details once received.

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