Tax Director – Client Development

Job Description: • Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients • Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise • Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies • Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences • Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns • Work with tax staff to respond to tax notices and review of correspondence • Assist with the advancement of technical knowledge and mentorship of less experienced tax team members • Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives • Identify tax‑related opportunities that enhance client relationships and support the firm’s business development strategies • Participate in client and prospect conversations to help articulate tax planning value and support overall client experience goals • All other duties as assigned Requirements: • Minimum 10+ years of public accounting experience, or equivalent experience • Advanced degree or designation required (e.g., CPA or JD, MS/LLM) • Advanced tax code knowledge, application and accounting skills • Experience with UltraTax and Sureprep a plus • Highly organized and tax-oriented • Ability to communicate concepts to clients and advisors in concise and understandable fashion • Must be detail-oriented and have excellent time-management skills • Team player, collaborative and able to work in concert with others • Client first attitude including a passion for providing an excellent client experience • Comfort participating in client development discussions and supporting relationship‑building efforts Benefits: • Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays with a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance Apply tot his job Apply To this Job