Tax Director / Tax Partner - PCS

Our client is seeking an experienced tax professional to deliver strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts, and estates. This role requires deep expertise in complex tax matters, strong leadership and management capabilities, and the ability to support business development and long-term client relationships. This is a hybrid position, offering flexibility while maintaining meaningful collaboration with internal teams and clients.

Job Function

• Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks.
• Deep technical skills around individual and trust tax law.
• Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year.
• Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters.
• Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service.
• Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources.
• Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning.
• Work closely with estate attorneys, investment advisors, and family office professionals to provide comprehensive wealth management solutions.
  
  
  

Job Requirements

• 12 years of experience specializing in HNW tax advisory, with leadership experience.
• Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies.
• Strong business development skills with a track record of growing and managing a book of business.
  
  
  

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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