Director of Tax Strategy

Director of Tax Strategy

The Director of Tax Strategy will partner with financial advisors and the financial planning team to identify tax-planning opportunities, solve complex tax questions, and translate technical expertise into practical strategies for high-net-worth clients.

This role is focused on proactive tax strategy and planning—not tax preparation or return filing.

Key Responsibilities

Lead Tax Strategy

• Identify and analyze tax-planning opportunities for high-net-worth individuals and families.

• Develop strategies involving income, investments, Roth conversions, charitable giving, retirement planning, business ownership, equity compensation, and estate planning.

• Research complex tax matters and translate findings into clear, actionable recommendations.

• Lead tax-strategy discussions with select clients.

Partner With Financial Advisors

• Serve as the firm’s primary internal tax-planning resource.

• Help advisors identify, evaluate, and implement tax-planning opportunities.

• Participate in select advisor and client meetings.

• Explain complex tax concepts in a way that clients can easily understand and act upon.

Integrate Tax Into Financial Planning

• Partner with financial planning leadership to incorporate tax strategy throughout the firm’s planning process.

• Review financial plans and individual client situations to identify tax-planning opportunities.

• Develop practical tools, resources, and frameworks that help advisors consistently incorporate tax planning into client recommendations.

Collaborate and Educate

• Coordinate tax strategies with clients’ CPAs, attorneys, and other outside professionals.

• Educate advisors on tax-law changes, emerging planning strategies, and potential client opportunities.

• Strengthen tax knowledge and confidence across the organization.

What Success Looks Like

Tax strategy becomes a natural and consistent part of the firm’s financial-planning process. Advisors identify more opportunities, clients receive better-coordinated guidance, and valuable strategies move from recommendations to implementation.

Qualifications

• CPA strongly preferred; EA, JD/LLM in Taxation, or comparable advanced tax expertise will also be considered.

• Significant individual tax-planning experience, particularly with high-net-worth clients.

• Strong technical, analytical, research, and problem-solving skills.

• Ability to make complex tax concepts understandable and actionable.

• Strong communication and relationship-building skills.

• Collaborative, intellectually curious, and comfortable working with advisors, clients, CPAs, attorneys, and other professionals.