Remote Tax Director | Ultra High-Net-Worth

Overview

This role is for an Ultra High-Net-Worth Tax Director at a top 10 Wealth Management firm in the U.S., offering a 100% remote work environment. The position requires the candidate to be based in the U.S.

The organization is a rapidly growing Wealth Management and Registered Investment Advisor (RIA) firm specializing in High-Net-Worth (HNW), Ultra High-Net-Worth (UHNW), Foundations, and Family Office services. With over 600 employees and $75+ billion in assets under management (AUM), the firm has a dedicated Tax team of 25-30 professionals focused exclusively on HNW and UHNW clients and their related business and fiduciary tax matters.

Responsibilities

• Lead and manage the Tax team working with High-Net-Worth and Ultra High-Net-Worth clients.
• Review and oversee preparation of HNW individual (1040) tax returns and associated entities including trusts, estates, and private foundations.
• Provide consulting and advisory services to HNW and UHNW clients with net worth up to $100 million.
• Ensure high-quality tax compliance and planning services tailored to the needs of affluent clients.

Requirements

• Active CPA license required; candidates with J.D. or LLM degrees will also be considered.
• Minimum of 10-15 years of experience in Public Accounting and Tax.
• At least 4 years of tax management experience.
• Strong expertise in reviewing HNW individual tax returns and related entities (trusts, estates, private foundations).
• Prior experience advising High-Net-Worth and Ultra High-Net-Worth clients.
• Must be based in the United States.

Preferred Qualifications

• Experience working in a wealth management or RIA environment.
• Demonstrated ability to lead a tax team remotely.

Compensation & Benefits

• Competitive salary up to $225,000+
• Annual discretionary bonuses typically ranging from 8-10%
• Comprehensive health benefits including medical, dental, and vision coverage
• 401(k) plan with up to 4% employer match
• Unlimited paid time off (PTO) model
• 13 paid holidays annually, including 2 floating holidays
• 100% remote work with equipment provided
• Opportunity for partner track and equity compensation in a fully remote setting

Work Environment

• Fully remote position with flexible work arrangements
• No billable hours tracking; focus on results and work-life balance
• Lower busy season hours compared to traditional CPA firms

Location

• Must be based in the United States

Application Process

Interested candidates are encouraged to apply to lead a tax team in a wealth management environment focused on high-net-worth clients and work-life balance.