Remote Tax Director | Wealth Management Firm | Low Busy Season Hours

Overview

A wealth management and family office organization is seeking a Remote Tax Director to support high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with complex tax compliance, planning, and advisory needs. This role focuses on partnership taxation, individual tax matters, trusts, estates, and integrated wealth planning strategies.

Responsibilities

• Lead tax compliance and advisory services for HNW clients, including individual, partnership, trust, estate, and corporate tax matters
• Review complex tax returns, projections, and identify planning opportunities
• Advise clients on tax strategies related to investments, partnerships, and pass-through entities
• Manage client relationships and collaborate with internal teams across tax, accounting, investment, and wealth planning to deliver coordinated solutions
• Mentor team members and support the growth of the tax practice

Requirements

• Active CPA license required
• Minimum 7 years of tax experience preferred
• Strong experience with HNW individual taxation
• Significant partnership and pass-through entity experience required
• Experience with trusts, estates, and complex tax planning preferred
• Prior experience in public accounting, family office, or private client services preferred
• Excellent communication and client-facing skills

Compensation & Benefits

• Base salary up to $200,000+ with annual bonus
• Fully remote work environment (must reside in the U.S.)
• Low busy season hours (average approximately 50 hours per week)
• Medical, dental, vision insurance
• 401(k) plan
• Life insurance and additional employee benefits
• Generous paid time off policy to support work-life balance

Location

• Fully remote within the United States (candidates must live in the U.S.)