Tax Director - Private Client Services
$180k - $225kJobot
1 day ago Be among the first 25 applicants
This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$180,000.00/yr - $225,000.00/yr
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Job details Hybrid Schedule | Up to $225k base + Bonus + Equity | Top 20 firm! This Jobot Job is hosted by Zach Allison Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $180,000 - $225,000 per year A Bit About Us A leading advisory firm is looking for a seasoned Director to join its Private Client Services (PCS) Tax team. This role involves overseeing tax engagements for high-net-worth individuals and fiduciaries, ensuring technical excellence and personalized service. Why join us?- My team and I have successfully placed 25+ Tax & Audit professionals at this firm and they all love it!
- Work for one of the fastest growing firms in the nation
- LinkedIn Top Companies 2024 The 15 best midsize employers to grow your career in the U.S.
- Flexible hybrid schedule
- Premium health, dental, & vision insurance options
- 401(k) + employer match
- 5+ weeks of PTO
- HSA + FSA with employer contribution
- And more!
- Review federal and state individual and fiduciary tax returns, projections, and supporting workpapers
- Serve as the primary contact for clients, managing all facets of their accounts
- Deliver tax planning, consulting, and compliance solutions tailored to client needs
- Identify planning opportunities through research and documentation of tax issues
- Ensure accuracy of filings and optimize client tax positions
- Contribute to business development and grow client relationships
- Lead and mentor team members; supervise staff development and engagement
- Monitor project timelines and maintain high-quality deliverables
- Bachelor’s in Accounting required
- Master’s in Taxation and CPA is a plus, but not required
- 10+ years of public accounting experience, including 5+ years in a leadership role
- Familiarity with hedge fund and private equity K-1s
Seniority level
Seniority level
Director
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing and Finance-
Industries
Accounting, Financial Services, and Banking
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