Tax Director

The Tax Manager/Tax Partner will oversee all aspects of the firm's tax practice, including tax compliance, tax planning, client advisory services, staff development, and strategic growth initiatives. This individual will serve as a trusted advisor to high-net-worth clients while helping build and mentor a high-performing tax team.

Key Responsibilities

• Lead and manage the firm's tax practice serving high-net-worth individuals, families, trusts, estates, partnerships, S-Corporations, and LLCs.
• Provide sophisticated tax planning and consulting services related to income tax, estate and gift tax, wealth transfer strategies, and business succession planning.
• Review and sign tax returns, ensuring technical accuracy and compliance with federal, state, and local tax requirements.
• Maintain and expand trusted relationships with high-net-worth clients, family offices, attorneys, bankers, and wealth advisors.
• Identify tax-saving opportunities and provide proactive planning strategies.
• Mentor, train, and develop tax professionals, fostering a culture of excellence and client service.
• Manage tax practice workflows, deadlines, staffing, and profitability.
• Stay current on evolving tax legislation and advise clients on related impacts.
• Participate in business development activities, including networking, client referrals, and community involvement.
• Collaborate with firm leadership on strategic initiatives and growth opportunities.