Tax Associate Director - High Net Worth Individuals

About the role

The Tax Associate Director, High Net Worth Individuals leads and manages a portfolio of high net worth clients and related engagements. This role oversees workflow, ensures compliance with regulatory requirements, and provides strategic tax planning and advisory services for individuals with complex financial situations. They serve as a trusted advisor to clients, often coordinating across multiple entities (partnerships, S corporations, trusts) and collaborating with attorneys, wealth advisors, and other professionals. Additionally, this role plays a key leadership function within the firm, contributing to business development, mentoring team members, and supporting the growth of the firm’s HNW practice, maintaining a strong focus on client relationships and overall engagement performance.

Responsibilities

• Lead and manage client service teams and engagements focused on high net worth individuals and related entities, including:
  • Managing workflow of engagements, ensuring deadlines are met, including the collection and review of client information to complete client engagement tasks.
  • Reviewing complex individual income tax returns (Forms 1040), including multi-state filings, K-1 aggregation, and investment-related reporting.
  • Overseeing tax compliance and planning for trusts, estates, partnerships, and S corporations tied to individual clients.
  • Developing a deep understanding of clients’ financial situations, including investments, real estate holdings, business ownership, and compensation structures.
  • Providing proactive tax planning strategies related to income deferral, capital gains, charitable giving, and estate and gift tax considerations.
  • Researching complex tax questions and issues, relying on other internal experts for guidance and support as needed.
  • Engaging in tax planning activities, identifying opportunities to minimize tax liabilities and optimize financial outcomes for clients.
  • Consulting with clients on tax compliance and regulatory impacts with entity type changes; merger and acquisition activity; and other business activities.
  • Interfacing with taxing authorities and assisting in gathering information for federal, state, and local tax audits, as needed.
  • Solving client issues. Signing tax returns.
  • Communicating with clients throughout the year to maintain relationships and address significant issues.
  • Educating clients on tax law, regulatory, and compliance changes/requirements.
  • Assessing overall risk and staffing needs for tax engagements.
  • Monitoring staffing of client engagements to ensure proper leveraging standards are maintained.
  • Assessing skill sets, strengths, and abilities to match team members with client engagements.
• Maintain a strong focus on client relationships and overall engagement performance.

Qualifications

• Bachelor’s degree required in accounting, finance, business, or related field.
• Minimum of ten years of experience in tax, with significant experience serving high net worth individuals and families required.
• CPA licensure required.
• Strong experience with complex individual returns, multi-entity structures, and estate/gift tax concepts.

Skills

• Familiarity with relevant software and tools used in accounting and tax practices, including CaseWare, CCH Fixed Assets, CCH Axcess Tax, CCH Workstream, CCH Billing and Invoice, Tax Research Software and Tools, Client Portal Tools (SafeSend, ShareFile), QuickBooks, TValue, Adobe, Microsoft Office (Word, Excel, Outlook, Teams), and data analysis and visualization tools like PowerBi.

Benefits

• Travel may be required for client or firm needs, including occasional overnight stays.

Pay

Compensation is competitive and commensurate with experience.

Schedule

Full-time position.