Tax Director - HNW Advisory
Overview
A rapidly growing private client tax advisory firm is seeking an experienced tax professional to join their team in a remote capacity. This role focuses on strategic, integrated tax planning for sophisticated high-net-worth clients rather than compliance work.
Responsibilities
- Provide proactive, year-round tax strategy and advisory services
- Build and maintain genuine client relationships
- Deliver tax planning for high-net-worth individuals, families, founders, tech executives, fund managers, real estate investors, and owner-operated businesses
- Utilize modern technology and AI-driven workflows to enhance tax advisory services
Requirements
- Bachelor's degree in Accounting or a related field
- CPA or EA certification
- Minimum of 10 years of tax experience at a Top 100 CPA firm
- Expertise in high-net-worth individuals, closely held businesses, and passthrough entities
- Experience with CCH Axcess software
Preferred Qualifications
- Master's degree in Taxation
- Strong technical knowledge of foreign filings (e.g., Forms 5471, 8865)
- Experience with Qualified Small Business Stock (QSBS)
Compensation & Benefits
- Salary range: $220,000 - $250,000 per year
- Equity options available for all employees
- Unlimited paid time off
- 100% healthcare coverage for employees; majority coverage for family members
- Opportunities for rapid career advancement
Location
- Remote
Equal Opportunity Statement
The employer provides an inclusive work environment and considers all qualified candidates without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information, or any other protected category under applicable laws. Background checks may be conducted with authorization, and candidates with criminal histories will be considered in compliance with relevant laws.
By applying, candidates agree to receive communications related to the application process.