Overview
A global mobility services leader is seeking an experienced Director to join their Private Tax practice. This role involves advising high-net-worth individuals (HNWIs) on complex U.S. and international tax matters, providing strategic tax guidance, mentoring junior staff, and contributing to the growth of a cross-border tax advisory practice.
Responsibilities
Client Delivery & Technical Oversight
- Act as lead tax advisor for a portfolio of internationally exposed HNWI clients.
- Deliver customized tax planning related to pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures.
- Review complex U.S. tax filings and international information returns, including Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, and others.
- Manage tax risk and ensure quality standards on client deliverables.
Team Leadership & Development
- Supervise and mentor senior managers and other staff across multiple locations.
- Support training, development, and retention strategies for private client services professionals.
Practice Expansion
- Build and maintain relationships with attorneys, private banks, wealth advisors, and other key intermediaries.
- Contribute to thought leadership and increase external visibility through events, whitepapers, or webinars.
Requirements
- CPA, EA, or JD with a strong background in international tax; MST or LLM is a plus.
- Minimum 8–10 years of U.S. private client tax experience involving international complexities.
- Proven expertise with foreign trust structures, U.S. estate and gift tax planning, and cross-border compliance.
- Experience leading client relationships and mentoring staff.
- Business development experience and/or a strong external professional network is preferred.
Compensation & Benefits
- Salary range: $161,300 to $264,900 annually.
- Performance-based bonus potential.
- Opportunities for equity participation and sales commissions.
- Flexible, remote work arrangement.
Location
Additional Information
- Full-time employment.
- Equal opportunity employer committed to non-discrimination.
- AI technology is utilized as part of the application process.