Director of Tax, Private Client Advisors (Trust, Estate, Gift tax)

Job Description

Job Description

Title: Director of Tax, Private Client Advisors (Trust, Estate, Gift tax)
Location: Multiple CA locations (Irvine, Woodland Hills, Downtown Los Angeles, San Ramon, San Jose, San Francisco, Century City, El Segundo)
Salary: $195K–$265K base (DOE & location)

Overview
A growing public accounting firm is seeking a Tax Director to lead high-net-worth individual and fiduciary tax engagements. This role focuses on complex tax planning and compliance across estate, gift, and trust matters, along with team leadership and business development.

Key Responsibilities

• Review complex tax returns for high-net-worth individuals, including closely held entities, trusts, estates, and gift tax filings
• Advise clients on tax implications of personal and business transactions
• Lead large, multi-client engagements, ensuring quality, timelines, and profitability
• Conduct and oversee research on complex tax issues; prepare technical memoranda
• Mentor and develop managers and supervisors; oversee engagement workflow, budgets, and staffing
• Collaborate across service lines to identify and drive cross-selling opportunities
• Participate in business development efforts and client relationship expansion
• Contribute to thought leadership through publications, training, and speaking engagements
• Stay current on tax law changes and provide guidance and training internally

Qualifications

• Bachelor's degree in Accounting, Tax, Finance, or related field
• Active CPA, EA or JD
• 8+ years of public accounting tax experience
• 4+ years in a leadership/managerial role
• Strong expertise in high-net-worth individual, trust, estate, and gift taxation
• Deep knowledge of federal, state, and local tax regulations
• Proven ability to lead teams and manage complex client engagements

Preferred

• Master's in Taxation or Accounting

Benefits

• Comprehensive health coverage (medical, dental, and vision)
• 401(k) with profit sharing
• Bonus potential
• Flexible work arrangements (hybrid schedule)
• Generous paid time off, including sick leave
• 11 paid company holidays
• Parental Leave
• Employee wellness programs