Job Description
About the Role:
We are seeking an experienced Tax Director to join our Private Client advisory practice, specializing in tax planning and compliance for high net worth individuals, families, trusts, estates, gift taxation, and closely held businesses. This leadership role provides strategic tax advisory services, technical review, engagement management, and team development while partnering with clients on sophisticated federal, state, and local tax matters. The ideal candidate has deep expertise in fiduciary taxation, estate and gift tax planning, wealth transfer strategies, and high net worth tax planning within a public accounting environment.
Responsibilities:
- Perform technical reviews of complex tax returns for high net worth individuals, pass through entities, trusts, estates, and gift tax engagements.
- Advise private clients on estate, gift, trust, fiduciary, business, and personal transaction...
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