Director of Tax

StevenDouglas has been engaged exclusively on a unique Director of Tax career opportunity in the Dallas, Texas area. This is newly created role due to firm growth.

We are seeking an experienced and strategic Tax Director to lead the tax planning and compliance functions. This role is responsible for overseeing all aspects of tax strategy for high-net-worth individuals, families, and closely held businesses, with a particular emphasis on trust structures, including irrevocable trusts, estate planning, and wealth transfer strategies. The ideal candidate is both technically strong and client-focused, with the ability to translate complex tax matters into actionable insights.

Responsibilities:

• Lead and oversee the preparation and review of complex federal and state tax returns for individuals, partnerships, trusts, and entities.
• Serve as the firm’s subject matter expert on trust taxation, including irrevocable trusts, and fiduciary income tax matters.
• Design and implement advanced tax strategies involving irrevocable trusts, estate freezes, gifting strategies, and generational wealth transfer.
• Advise clients on the tax implications of trust formation, funding, distributions, and restructuring.
• Partner with estate planning attorneys and internal advisors to align tax strategies with broader estate and legacy planning goals.
• Monitor and interpret changes in tax laws affecting trusts, estates, and high-net-worth individuals.
• Collaborate with financial advisors and investment professionals to deliver integrated wealth solutions.
• Manage relationships with external auditors, tax authorities, and regulatory agencies as needed.
• Oversee and mentor tax staff, fostering professional development and maintaining high performance standards.
• Ensure adherence to internal controls, risk management protocols, and compliance requirements.
• Support business development efforts by contributing tax expertise in client meetings and prospect engagements.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation preferred).
• Active CPA required; JD or EA strongly preferred given the complexity of trust and estate work.
• 10 years of progressive tax experience, preferably within a public accounting firm, family office, or wealth management environment.
• Deep expertise in trust and estate taxation, including irrevocable trust structures and fiduciary income tax rules.
• Strong knowledge of tax planning strategies for high-net-worth and ultra-high-net-worth clients.
• Proven leadership experience managing and developing teams.
• Excellent communication and client relationship skills.
• High attention to detail with strong analytical and problem-solving abilities.
• Ability to thrive in a collaborative, fast-paced environment.