Managing Director, Individual Tax and Strategy Services

Overview

This role involves leading the organization’s Individual Tax & Strategy practice, serving high-net-worth individuals with complex tax and investment profiles. The Managing Director will oversee tax return preparation and review, provide year-round tax planning and investment-related guidance, and act as a trusted advisor on complex tax matters.

Responsibilities

Individual Tax Compliance & Technical Oversight

• Oversee the preparation, review, and final approval of complex individual income tax returns, including federal and state filings.
• Review returns for accuracy, completeness, technical compliance, and appropriate application of tax laws and regulations.
• Provide technical guidance on investment income, W-2 compensation, K-1s, private equity and other alternative investments, and complex multi-entity investment structures.
• Resolve complex tax issues, research technical questions, and ensure appropriate documentation and compliance standards.
• Establish and maintain quality control procedures, review standards, and efficient tax preparation processes.

Tax Planning & Client Advisory

• Serve as a trusted advisor to high-net-worth individuals on tax planning, tax-efficient investment strategies, and complex financial matters.
• Provide year-round guidance on the tax implications of investment activity, liquidity events, portfolio changes, and other significant financial decisions.
• Field client questions, explain tax positions and potential implications, and recommend practical strategies aligned with each client’s circumstances.
• Collaborate with clients’ investment managers, financial advisors, attorneys, and other professional advisors as appropriate.
• Proactively identify tax planning opportunities and help clients navigate changing tax regulations and reporting requirements.

Team Leadership & Practice Management

• Lead, mentor, and develop a team of tax managers and other professionals, providing technical direction and oversight.
• Manage workloads, review cycles, deadlines, and resource allocation to ensure consistent, timely delivery of high-quality client work.
• Build a culture of accountability, collaboration, continuous learning, and exceptional client service.
• Identify opportunities to improve workflows, leverage technology, and scale service delivery as the practice grows.
• Support the continued development of individual tax and advisory capabilities, including service expansion and team growth.

Client Relationships & Business Growth

• Develop and maintain strong, long-term relationships with clients through responsive service, sound judgment, and proactive communication.
• Identify opportunities to deepen existing client relationships through additional tax planning and advisory services.
• Partner with other service lines to deliver coordinated solutions for clients with complex financial and business needs.
• Contribute to the continued growth and evolution of the practice with an emphasis on service quality, client retention, and operational excellence rather than direct business development quotas.

Requirements

• CPA required.
• 12+ years of progressive tax experience, including significant experience in individual tax compliance, planning, and advisory services.
• Demonstrated expertise preparing and reviewing complex individual tax returns for high-net-worth and ultra-high-net-worth individuals.
• Strong technical knowledge of investment income, partnership and S corporation K-1s, private equity and alternative investments, and related tax reporting considerations.
• Experience providing year-round tax planning and advising clients on the tax implications of investment and financial decisions.
• Proven ability to review and sign off on complex returns, resolve technical issues, and maintain high standards of accuracy and compliance.
• Prior experience leading and developing tax managers and other tax professionals.
• Excellent client communication skills, sound professional judgment, and the ability to translate complex tax matters into clear, actionable guidance.
• Strong organizational, analytical, and process improvement skills, with the ability to manage competing priorities and seasonal deadlines.
• Experience in a public accounting, tax advisory, family office, or other professional services environment preferred.

Preferred Qualifications

• Experience in a public accounting, tax advisory, family office, or other professional services environment preferred.

Compensation & Benefits

• Base salary: $200,000 to $250,000 (based on experience and location), with eligibility for a discretionary performance bonus.
• Medical, Dental, and Vision insurance coverage (employee-only premiums are paid at 100%).
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• 401(k) retirement savings plan.
• Unlimited paid time off policy.
• Hybrid work flexibility to support professional and personal balance.

Location

Open to exceptional talent nationwide, with a strong preference for candidates located in or near: New York, Dallas, Miami, Chicago, San Francisco, and Los Angeles.

Equal Opportunity

The organization is an equal opportunity employer and values diversity. It does not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Candidates from all backgrounds are encouraged to apply.

Accommodations

Applicants in need of special assistance or accommodation during the interview process or in accessing the organization’s website should request assistance; requests will be treated as confidentially as possible.