Tax Director - HNW

Compensation: $250k + Equity

Tax Director, HNW – 8090

Our client, a Family Office Group of a national advisory firm with multiple locations throughout the US, is looking for a talented Tax Director. This individual must have extensive HNW and UHNW tax compliance, tax controversy, advisory and planning experience. Great opportunity for someone coming out of a Top 50 CPA firm or a small family office. Will be responsible for a small portfolio of clients across multiple industries and backgrounds.

Responsibilities

• Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services.
• Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies.
• Review individual, trust, estate, gift, business entity, and foundation returns.
• Handle Federal and State tax notices and audits.
• Review and analyze estate planning related legal documents.
• Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies.
• Be proactive and stay current on new tax legislation and tax reform.
• Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions.
• Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders.
• Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles.
• Provide internal training and guidance on tax-related topics.
• Manage other members of the group including monitoring their workload.

Requirements

• BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation or Accountancy preferred.
• Active CPA licensed required.
• 8+ years progressive experience in public accounting required.
• Extensive experience in Tax Advisory and Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families.

About our Client

Family Office Group of a national advisory firm with multiple locations throughout the US.

Workplace Policy: Hybrid

About our Process

• We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Henderson Harbor roles you're qualified for/interested in.
• Candidates for all Henderson Harbor opportunities must be authorized to work in the United States.
• Henderson Harbor is an Equal Opportunity Employer.