Director, Tax Planning and Technologies
Position Summary
This role is ideal for a seasoned tax planning professional who enjoys solving complex client problems, mentoring advisors, and wants a broader platform for impact, without stepping away from substantive tax work. At its core, this is a tax planning leadership role. You will serve as the firm’s primary subject matter expert on private client income tax planning, supporting advisors who work with sophisticated, multi-generational families and closely held business owners.
Your focus will include:
- Multi-year individual income tax planning and projections
- Tax return analysis and opportunity identification
- Coaching advisors on tax-aware strategies and client conversations
- Staying ahead of legislative and regulatory developments
- Serving complex client cases and high-impact planning scenarios
About the “Technology” Aspect
This role includes technology enablement, but it is not a software engineering or systems role. Think of technology here as:
- Helping determine which tools best support good tax planning
- Ensuring advisors can efficiently model scenarios and understand outcomes
- Improving consistency and scalability of planning across the firm
Requirements
- 5-7+ years of experience in tax advisory, family office, RIA, or public accounting
- CPA (JD, LLM, CFP considered)
- Deep expertise in individual, fiduciary, and closely held business taxation
- Significant experience advising high-net-worth and ultra-high-net-worth clients
- Strong communication skills and comfort partnering with advisors and external professionals
Qualifications
- Substantive planning focus — less compliance, more impact
- A high-caliber client base with genuinely complex needs
- A collaborative, respectful culture where expertise is valued
- A leadership opportunity — influence how planning is done
- Competitive compensation, robust benefits, and hybrid flexibility
Benefits
- Competitive PTO/Holiday policy
- 401k match
- First day eligible benefits offering; medical, dental, vision, telemed, disability, +
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Ability to work remotely 20%
- Cell phone stipend
- Equity Participation Plan
Why Senior Tax Professionals Join HB Wealth
- Substantive planning focus — less compliance, more impact
- A high-caliber client base with genuinely complex needs
- A collaborative, respectful culture where expertise is valued
- A leadership opportunity — influence how planning is done
- Competitive compensation, robust benefits, and hybrid flexibility
Benefits
- Competitive PTO/Holiday policy
- 401k match
- First day eligible benefits offering; medical, dental, vision, telemed, disability, +
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Ability to work remotely 20%
- Cell phone stipend
- Equity Participation Plan
Why HB is a great place to work
- Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported
- The community involvement and philanthropy opportunities contribute to the culture of our company
- The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation
Equal Employment Opportunity Employer
HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.