Tax Director - Remote

Overview

The Tax Director will lead a modern tax practice integrated with financial planning, focusing on compliance and advisory services for high-net-worth clients.

In Short

• Build and lead the tax practice, defining scope and standards.
• Oversee compliance and tax return processes with CPA firms.
• Deliver holistic tax planning strategies for high-net-worth clients.
• Integrate tax actions with financial planning insights.
• Manage the tax technology stack for workflow and data integrity.
• Train and educate staff and clients on tax legislation.
• Forecast capacity and manage pricing and P&L.
• Ensure compliance with regulatory changes and maintain privacy standards.

Requirements

• Active CPA required; MST/JD-LL.M. preferred.
• 10+ years in tax with experience in high-net-worth planning.
• Excellent in providing clear tax advisory services.
• Experience with equity compensation, multi-state, and charitable planning.
• Experience in building or modernizing tax operations.
• Thrives in a remote, ownership-driven culture.

Benefits

• Work in a culture of integrity and accountability.
• Collaborate with high-performing colleagues.
• Opportunity to make a significant impact on clients' financial lives.