Senior HNW Tax Director About the Company Premier national tax & wealth management advisory firm
Industry
Financial Services
Type
Privately Held
About the Role The Company is seeking a Senior HNW Tax Director to join their growing team. The successful candidate will be responsible for overseeing and reviewing a variety of tax-related activities, including individual, trust, partnership, and corporate multistate tax returns. This role requires a professional with a minimum of 8-10 years of relevant experience, particularly in individual tax compliance, planning, and tax research. Experience in gift, estate, and trust returns is essential, and familiarity with partnership tax is a plus. The ideal candidate should have an outgoing, friendly personality, be a team player, and demonstrate a forward-thinking approach with a desire to mentor and lead staff.
Applicants for the Senior HNW Tax Director position at the company should be well-versed in HNW and Ultra HNW tax matters, with a background in private client services or family office divisions. The role offers a different pace from traditional public accounting, with a focus on work-life balance. Responsibilities include managing client deliverables, conducting complex tax research, and leading the department in software and processes. The company values a kind and caring corporate culture and is dedicated to providing excellent career growth opportunities. If you are a proactive, growth-oriented tax professional with a passion for working in the high-net-worth sector, this role may be the perfect fit for you.
Travel Percent
Less than 10%
Functions Finance