Director, Tax Planning and Technologies

Senior Tax Planning Professional

HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.

Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing unwavering financial peace of mind to the clients we are privileged to serve.

At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.

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
• Supporting complex client cases and high-impact planning scenarios

You will work closely with HB's Advisory leadership collaborating across advisory, operations, and compliance teams.

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

If you understand tax planning well, the technology is teachable. What isn't teachable at this level is judgment, experience, and the ability to think holistically about tax outcomes for complex families, which is why we're hiring someone senior.

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

Why Senior Tax Professionals Join HB Wealth

• Substantive planning focus — less compliance, more impact
• High-caliber client base with genuinely complex needs
• Collaborative, respectful culture where expertise is valued
• Leadership opportunity — influence how planning is done
• Competitive compensation, robust benefits, and hybrid flexibility

Benefits

• Competitive PTO/Holiday policy
• 401k match
• 1st 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
• EPP

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.

HB is an 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.