Tax Leader

Job Description

Our client, a wealth management/financial services firm, is expanding their Tax function and seeking an experienced Tax Leader to direct and develop the function.

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This role is client facing but is not within a public accounting firm. This is a seat with real ownership. You won't be one of forty managers pushing volume. You'll be the person clients and partners turn to when the question is "what does this mean for my taxes."

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Responsibilities

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• Manage compliance and planning for a sophisticated book of clients, working directly alongside advisors, legal teams, and clients. rather than in a silo.
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• Prepare and review individual, business (S-corp, partnership), and trust returns.
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• Drive and direct proactive strategy throughout the year: entity structuring, multi-year projections, and charitable and estate work.
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• Translate tax complexity into plain recommendations clients and advisory can actually act on.
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Qualifications

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• CPA or EA required
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• Strong experience with individual and pass-through entity taxation (HNW client exposure is a strong plus).
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• Experience owning client relationships and communicating directly.
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• Ability to work with internal and external teams where tax is one input among several (versus a focus on raw volume throughput).
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