Managing Director, Individual Tax & Strategy Services

Managing Director, Individual Tax & Strategy Services

About the Company

Integrated professional services platform

Industry
Information Technology and Services

Type
Privately Held

Founded
2022

Employees
51-200

Specialties

• outsourced cfo & advisory
• strategic finance & reporting
• accounting services
• tax compliance & strategy
• bookkeeping services
• attest & audit services
• technology services
• hr & peo advisory services
• insurance services
• and ai & automation services

About the Role

The Company is seeking a Managing Director to lead its individual tax practice serving high-net-worth clients with complex tax and investment profiles. Responsibilities include overseeing the preparation, review, and approval of federal and state tax returns; resolving technical issues; and maintaining strong quality and compliance standards. The Managing Director will provide year-round tax planning and investment-related guidance, build trusted client relationships, and coordinate with clients’ other professional advisors. The role also leads and develops tax professionals, manages workloads and deadlines, improves processes, and supports the growth and quality of the practice. Candidates must hold a CPA and have at least 12 years of progressive tax experience, including substantial individual tax compliance, planning, and advisory work. They should have demonstrated expertise with complex returns for high-net-worth individuals and strong technical knowledge of investment income, partnership and S corporation K-1s, private equity, and alternative investments. Experience advising clients year-round, reviewing and signing off on complex returns, and leading tax professionals is required. Excellent communication, professional judgment, analytical and organizational skills, and the ability to explain complex tax matters clearly are essential; experience in public accounting, tax advisory, family office, or a similar professional services setting is preferred.

Hiring Manager Title
Chief Executive Officer (CEO)

Functions

• Finance