Tax Director

Tax Director – Wealth Management / Tax Services

A well-established, privately held wealth management and investment advisory firm is expanding its tax services platform and seeking a Tax Director to play a key role in building and scaling the function.

This is an excellent opportunity for a Tax Manager/Director currently in a Public Accounting firmwho wants to transition out of public accounting while continuing to work in a sophisticated, client-facing tax environment.

Unlike many traditional industry tax positions, this individual will have the opportunity to help build the tax platform, lead a growing team, and work directly with clients while gaining a significantly improved off-season schedule.

The Opportunity

The Tax Director will initially lead two tax professionals , with additional team growth anticipated as the tax practice continues to scale.

Responsibilities will include overseeing tax compliance and review, managing client relationships, providing tax planning guidance, developing and improving processes, supervising and developing staff, and helping leadership build a scalable tax services platform.

The ideal candidate enjoys the technical side of tax but is equally comfortable communicating with individual clients, explaining tax matters clearly, and developing trusted relationships.

Ideal Background

• CPA required
• Approximately 6+ years of public accounting tax experience
• Currently operating at the Tax Manager level or above
• Strong experience with individual tax compliance and review
• High-net-worth / private client tax experience particularly attractive
• Strong tax planning and research capabilities
• Comfortable managing and developing staff
• Excellent communication and client-facing skills
• Interested in helping build and scale a growing tax operation
• 20% target annual bonus
• Unlimited PTO
• 4 days in office / 1 remote during peak tax season
• 3 days in office / 2 remote during the off-season
• 40-hour workweeks during the off-season (approximately May–January)
• Flexible, collaborative and fun culture

Why Consider It?

This is particularly compelling for someone who has built a strong career in public accounting but is ready for the next chapter.

Rather than stepping into a traditional corporate tax role, you'll have the opportunity to take ownership, help build something from the ground up, develop a growing team, remain client-facing, and directly influence how the tax platform evolves —while gaining considerably more predictability and flexibility outside of tax season.