Tax Director/Senior Tax Director

Company Overview: A leading integrated, fee-only wealth management firm with offices in San Francisco and New York City is seeking a Director/Senior Director of Tax. This role will focus on tax planning and compliance for ultra-high-net-worth clients and families. Job Responsibilities: Serve as the senior tax advisor to UHNW clients and families, partnering closely with wealth advisors and estate planning teamsLead proactive income, gift, estate, and trust tax planning, including multi-year projections and transaction planningProvide final review of complex individual (1040), fiduciary (1041), gift (709), partnership (1065), and private foundation (990-PF) returnsOversee IRS and state notices, audits, and controversy mattersResearch complex technical issues and communicate recommendations to clients and advisorsLead, mentor, and develop managers and staff; manage workflow, quality, and client service across the teamContribute to business development and the growth of the tax practice Qualifications: 12+ years of tax experience in public accounting, family office, or wealth management, with a significant focus on HNW/UHNW clientsDeep expertise in individual, trust, estate, and gift tax planning and complianceActive CPA, EA, or JD/bar license required; MST or LLM a plusProven experience leading and developing teams and managing senior client relationshipsStrong technical research and written/verbal communication skills Compensation: Salary: $300,000 – $500,000 + Bonus The post Tax Director/Senior Tax Director appeared first on Landing Point.