Tax Director - Private Client Services (PCS)

About the role

The Tax Director position is based in Westwood, MA. This client-facing role provides tax compliance, consulting services, and analyses of financial, gift, estate, and income tax issues for high net-worth individuals and their related businesses.

Responsibilities

• Review and prepare federal and multi-state individual and trust tax returns for high net-worth individuals and families
• Research and critically analyze tax technical issues
• Advise and provide guidance on tax planning and compliance matters
• Delegate workflow to staff and see work products to their completion
• Regularly interact with clients and timely respond to their requests/questions
• Correspond and communicate with federal and state taxing authorities regarding nonresident tax withholding, client penalty notices, and other items
• Address ad-hoc needs of clients, including analyses of potential tax implications of transactions, life events, etc.

Requirements

• Certified Public Accountant (CPA)
• Bachelor’s degree in taxation and/or accounting
• 12+ years of experience in preparing and reviewing tax returns, researching tax technical topics, and providing tax planning advice
• Prior individual and trust tax preparation experience with high net-worth clients and family offices, including the preparation of multi-state tax returns
• Ability to pursue self-development and collaborate within a team dynamic
• Ability to work well in a fast-paced environment and multi-task
• Thorough knowledge of CCH ProSystem FX and/or CCH Axcess, Excel, and Word
• Professional communication skills, including the ability to communicate clearly and concisely (oral and written)

Qualifications

• Master’s Degree in Taxation or relevant field (preferred)

Skills

• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Proficiency in tax software and Microsoft Office applications
• Ability to manage multiple tasks and deadlines

Benefits

• Medical, dental, vision, life, and disability insurance
• 401(k) Retirement Plan
• Flexible Spending & Health Savings Account
• Paid holidays, vacation, and sick time
• Employee assistance program and other firm benefits