Tax Director - Private Client Services

About the role

We are working with a nationally recognized accounting, tax, and advisory firm with a sophisticated and growing Private Client Services practice. The team advises high-net-worth and ultra-high-net-worth individuals, families, business owners, family offices, trusts, estates, investment entities, and closely held businesses on complex tax planning and compliance matters. The role serves as a trusted advisor to sophisticated clients, leads complex engagements, mentors tax professionals, and works closely with Partners on growing the Private Client practice.

Responsibilities

• Lead complex tax compliance, planning, and consulting engagements for high-net-worth and ultra-high-net-worth individuals and families
• Advise family offices, business owners, entrepreneurs, executives, and closely held businesses
• Review complex federal, state, and local tax returns including Forms 1040, 1065, 1120-S, 1041, 706, and 709 as applicable
• Advise clients on income tax planning, estate and gift strategies, wealth transfer, charitable planning, and entity structuring
• Manage clients with complex investment portfolios, operating businesses, trusts, estates, partnerships, and significant K-1 activity
• Develop proactive tax strategies and identify opportunities to reduce tax exposure
• Serve as the primary relationship contact for sophisticated clients and their outside advisors
• Coordinate with attorneys, wealth managers, investment advisors, family office professionals, and other client representatives
• Lead engagement planning, staffing, budgeting, workflow, and deadline management
• Review work prepared by managers and staff and provide technical guidance on complex tax issues
• Mentor and develop managers, seniors, and staff
• Collaborate with Partners on expanding existing client relationships and identifying new opportunities
• Participate in business development, networking, proposals, and prospective client presentations
• Stay current on federal, state, and local tax law developments affecting private clients

Qualifications

• Bachelor's degree in Accounting from an accredited college or university
• Active CPA license or EA certification required
• Approximately 10+ years of progressive public accounting tax experience preferred for Director-level consideration
• Significant experience serving high-net-worth individuals, families, family offices, or private clients
• Deep technical knowledge of individual taxation
• Strong partnership and pass-through entity tax experience
• Experience with trusts, estates, and gift taxation
• Experience reviewing complex Forms 1040 and 1065
• Experience navigating high-volume K-1 environments
• Understanding of closely held business taxation and multi-entity family structures
• Demonstrated experience independently managing sophisticated client relationships
• Experience leading complex tax engagements