Regional Wealth Advisory Firm Tax Director | Remote | WFH

Job Title: Tax Director - High Net Worth Clients (Remote)

Job Overview

We are seeking a dedicated Tax Director to join our esteemed regional wealth advisory firm, specializing in serving High Net Worth clients. In this critical role, you will spearhead our tax department, delivering unparalleled tax compliance, planning, and advisory services.

Why Join Our Team?

Be part of a respected organization that values work-life balance, supports professional development, and fosters an inclusive work environment. This role is designed for individuals eager to make a significant impact while enjoying the flexibility of remote work.

Key Responsibilities

• Oversee, mentor, and guide Tax Managers and Associates on client matters and technical tax issues.
• Identify and implement innovative tax planning and consulting opportunities for clients.
• Review and manage tax returns, extensions, and planning calculations for various entity types, primarily focusing on individuals.
• Analyze financial statements and perform essential accounting tasks, including adjusting entries and bank reconciliations.
• Prepare and review intricate tax planning projections for both individual and corporate estimated tax liabilities.
• Manage client engagements from initiation to completion, ensuring timely delivery and alignment with client expectations.
• Prepare or review complex U.S. and state individual income, gift, and estate tax returns.
• Conduct comprehensive tax research and draft memoranda that summarize findings and conclusions.
• Respond to inquiries and audits from the IRS and state agencies.
• Maintain effective communication with clients, colleagues, and tax authorities regarding diverse tax matters.
• Lead the department in mastering software, processes, and workflows.
  
  

Required Skills

• Extensive expertise in tax compliance and planning, particularly for high-net-worth individuals.
• Proficient in tax research, with experience using RIA.
• Strong interpersonal skills with a collaborative approach.
• A proactive mindset focused on continuous improvement and learning.
• Commitment to mentoring and developing junior staff.
  
  

Qualifications

• 8-10+ years of relevant experience in tax compliance and planning.
• Familiarity with gift, estate, and trust returns is a plus.
• Experience with partnership tax is an added advantage.
  
  

What We Offer

We provide competitive compensation alongside a comprehensive benefits package, which includes:

• Generous 401(k) matching
• Fully remote work flexibility
• Comprehensive medical, dental, and vision insurance
• A supportive and nurturing corporate culture that promotes work-life balance
• Exceptional opportunities for career advancement and skill development within the firm.
  
  

Employment Type: Full-Time