Tax Director

Tax Director - Corient (wealth management)

Location: Shaker Heights, OH (relocation)

Compensation: $150,000-$240,000 + bonus and rich benefits package

Do you genuinely enjoy engaging with clients – not just reviewing returns behind the scenes? Do you seek a clear, realistic path to partnership – not an empty promise? Are you ready to lead client meetings, build multi-generational relationships, and maintain a life outside of busy season?

If you answered yes, let's talk.

We are seeking a Tax Director to step into a retiring partner's practice. This role offers genuine work-life balance, meaningful leadership, and a tangible path to partnership.

Essential Functions

• Oversee individual, trust, estate, gift, foundation, and business tax returns
• Serve as final technical reviewer and signer
• Lead client meetings alongside a Wealth Advisor – an active partner, not a background figure
• Lead, mentor, and develop Tax Managers, Tax Senior, and staff; oversee workload, professional development, and performance evaluations
• Support integration of acquired offices in the Midwest
• Act as subject matter expert in trust and estate planning; provide authoritative guidance on complex tax issues
• Drive firmwide standardization as part of the Corient Tax Leadership team; represent the firm at speaking engagements
• Participate in prospect meetings and collaborative planning discussions with advisory teams
• Work alongside Wealth Advisors, Trust team, and Personal CFO services to deliver integrated family office solutions

Education, Experience, and Skills Required

• 10–15 years of progressive tax experience
• Bachelor's degree in Accounting
• CPA required (or JD with state licensure)
• Deep experience with UHNW individuals, trusts, estates, gift tax, and partnerships
• Experience managing managers and staff
• Proficiency with BNA, CCH Axcess, SalesForce, and Microsoft Office
• Willingness to travel regionally in the future
• Excellent written and verbal communication skills

Compensation and Benefits

• Base Salary: 150,000–240,000 (commensurate with experience) + bonus
• 401(k) with employer match
• Medical (four plan options – generously subsidized)
• Employer-paid dental, vision, life, and AD&D insurance
• Employer-paid short-term and long-term disability
• Paid maternity and parental leave
• Unlimited PTO policy
• FSA, HSA, and Dependent Care FSA
• Commuter and transit FSA
• Cell phone stipend
• Relocation assistance

Corient Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Corient Advisors complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.