Tax Director

This is a remote position.

We are representing a respected national wealth management firm that blends financial planning, life coaching, and investment management into a personalized approach to helping clients achieve lasting success.

They are seeking an experienced and detail-oriented Tax Director to lead the launch of their new tax division. The Tax Director will work closely with their lead advisors, helping to deliver comprehensive tax planning, strategy, and preparation services to their clients. This is a remote position that focuses on the preparation of tax returns and working directly with clients to help them achieve their tax and financial goals.

Key Responsibilities

• Oversee preparation and review of complex individual, trust, and business returns, ensuring accuracy, timeliness, and compliance.
  

• Lead proactive tax planning throughout the year, including Roth conversion analysis, RMD planning, charitable giving strategies.
  

• Run detailed tax projections for high-net-worth clients to optimize income, deductions, and capital gain/loss harvesting.
  

• Collaborate closely with advisors to integrate tax strategies into clients’ broader financial and investment plans.
  

• Provide education and consultations on key tax topics, filing requirements, and planning opportunities.
  

• Support firm growth by participating in prospect meetings and special projects such as liquidity events and equity compensation planning.
  

• Monitor and resolve IRS and state tax notices while continuously improving internal processes and workflows.
  

Requirements

• Minimum of 6 years’ experience in tax management, preferably in the finance industry
  
• CPA license required
  
• Bachelor’s degree in Accounting, Finance, or related field
  
• Experience providing tax consulting to high-net-worth individuals and families including personal, business, estate, gift, and trust tax returns
  
• In-depth knowledge of local, state, and federal tax laws and compliance requirements
  
• Strong interpersonal and communication skills with the ability to explain complex tax concepts in a clear and approachable way
  

Benefits

They offer a top-tier compensation and benefits package, along with a collaborative, respectful culture where every voice is valued and work-life balance is genuinely supported.

• Base Salary: $150,000 - $220,000
  

• Insurance: 100% employer-paid medical insurance (90% for premium plans), optional dental and vision coverage
  

• Retirement: 6% 401(k) match
  

• Time Off: 10 paid holidays, 2 Floating Holidays, 13 vacation days (18 days after two years), 7 sick days, Summer Fridays (short day)
  

• Professional Development: 100% education reimbursement for approved programs
  

• Flexibility: Enjoy a collaborative culture with the ability to work remotely from anywhere.
  

• Employee Engagement Initiatives: We conduct bi-annual engagement surveys, bi-weekly team meetings, weekly 1-on-1 meetings with managers, and regular team events to foster collaboration and ensure every voice is heard.