What are the responsibilities and job description for the Director of Tax Services position at Judson Group?
Location: Los Angeles, California (Remote)
*Preference for ability to work regularly from Los Angeles office
Judson Group is proud to partner with a top-ranked, nationally recognized RIA that brings together deep expertise in investment management, financial planning, and holistic advisory services to deliver a truly customized client experience. Known for thoughtful, relationship-driven advice and a loyal, growing client base, this firm is expanding its leadership team with a dynamic Director of Tax Services.
This is a highly visible, client-facing leadership role for a tax expert who thrives at the intersection of technical excellence and strategic advisory. You will lead the firm’s tax vision, overseeing all aspects of tax strategy for high-net-worth and ultra-high-net-worth clients while serving as a trusted partner to advisors, clients, and external tax compliance firms.
This role reports to the Director of Estate, Tax, and Financial Planning and partners closely with the firm’s Center of Excellence to deliver integrated income tax, estate tax, and financial planning solutions. As the firm evaluates expanding its internal tax offering, this position may evolve to include direct supervisory leadership of an in-house tax team—creating meaningful upward trajectory and long-term growth opportunity.
If you’re energized by complex planning, passionate about mentorship, and excited to build and scale best-in-class tax processes—this is your opportunity to make a lasting impact.
Why You’ll Love This Role:
- Shape the firm’s tax strategy – you won’t just execute tax planning—you’ll define and elevate it.
- Collaborate closely with senior leadership and influence firm-wide planning initiatives.
- Tackle complex income, business, estate, and multigenerational planning challenges.
- Stay hands-on technically while building scalable systems and mentoring a growing team.
- Serve as the senior tax expert in client and prospect meetings, helping families make confident decisions.
What You’ll Be Doing:
- Lead and refine the firm’s comprehensive tax strategy across planning, compliance, and coordination with external tax partners.
- Design and implement scalable processes that elevate tax planning and compliance efficiency.
- Oversee relationships with outside tax firms, ensuring alignment and quality standards.
- Review outsourced individual, trust, and business tax returns for accuracy and regulatory adherence.
- Provide proactive business tax planning, including partnership taxation, S corporation matters, and pass-through optimization.
- Collaborate on business exit and liquidity event strategies, including valuation, structuring, and tax deferral planning.
- Advise on state and local tax considerations impacting complex client situations.
- Partner with wealth advisors to uncover planning opportunities—entity selection, income deferral, gifting strategies, and more.
- Participate in client and prospect meetings as the firm’s senior tax resource, translating complex concepts into actionable strategies.
- Support estate, gift, and philanthropic planning alongside the Advanced Planning team.
- Mentor and develop a growing team of tax professionals, fostering collaboration and professional growth.
- Monitor legislative and regulatory changes and communicate implications firm-wide.
What We’re Looking For:
- 10 years of progressive tax experience in public accounting, investment advisory, or family office environments.
- Active CPA license required; CFA, JD, Tax LLM, Master of Taxation, and/or CFP® designation a plus.
- Deep expertise reviewing income, gift, and estate tax returns and advising on intergenerational wealth transfer strategies.
- Strong technical knowledge paired with the ability to communicate complex tax concepts clearly and confidently.
- Experience with modern tax compliance software and enthusiasm for leveraging technology to improve efficiency.
- A client-first mindset and passion for collaboration.
- Exceptional communication, organization, and project management skills.
- A natural mentor who is energized by developing others and building strong teams.
Compensation & Benefits:
- Highly competitive base salary bonus opportunities
- Full suite of benefits
Location: Los Angeles, California (Remote)
*Preference for ability to work regularly from Los Angeles office