Job Description
About the Role:
We are seeking an experienced Tax Director to join our Private Client advisory practice, serving high net worth individuals, families, trusts, estates, and closely held businesses. This leadership role is responsible for providing strategic tax planning, technical review, client advisory services, engagement management, and team development while partnering with clients on complex federal, state, and local tax matters. The ideal candidate brings extensive public accounting experience, deep expertise in individual and fiduciary taxation, and a passion for mentoring professionals and growing client relationships.
Responsibilities:
- Perform technical reviews of complex tax returns for high net worth individuals, pass through entities, trusts, estates, and gift tax engagements.
- Advise clients on complex business and personal transactions, providing strategic tax planning and guidance on t...
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