Tax Director

HNWI Client Advisor | Employee Equity, Unlimited PTO, and the Chance to Help Scale a Fast-Growing HNW Tax Platform

This Jobot Job is hosted by: Emily Bohanon
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $175,000 - $250,000 per year

A bit about us:

We are a rapidly growing strategic tax platform transforming how high-net-worth individuals, entrepreneurs, and business owners work with their tax advisors. Our approximately 50-person organization combines sophisticated tax expertise with modern technology to provide clients with proactive, year-round guidance rather than a traditional tax-season-only relationship.

We currently serve thousands of clients across high-net-worth households, closely held businesses, real estate, private equity, venture capital, hedge funds, estates, trusts, and family offices. With revenue projected to more than double this year, we are investing heavily in experienced tax leadership, continued team growth, and proprietary technology that allows our professionals to spend more time advising clients and less time on administrative work.

Why join us?

Fully remote position
Equity plans for all employees
Unlimited PTO
100% employer-paid healthcare coverage for employees
Majority of healthcare costs covered for eligible family members
Rapidly growing company with substantial long-term advancement potential
Direct influence over team development, client strategy, technology, and firm processes
Proprietary AI technology designed to streamline document ingestion, classification, and tax-data extraction
Entrepreneurial environment where senior leaders have a meaningful voice in building the business

Job Details

• Active CPA license or JD required, along with at least eight years of tax experience and four years in a supervisory, training, or leadership capacity.
• Lead proactive tax planning, consulting, and compliance engagements for high-net-worth individuals, entrepreneurs, executives, and business owners.

- Review and sign complex federal and multistate returns involving individuals, partnerships, S corporations, C corporations, estates, and trusts.
- Provide technical guidance involving Forms 1040, 1041, 1065, 1120, and 1120S, as well as estimated payments, extensions, audits, and multistate filings.
- Serve clients with complex holdings across closely held businesses, real estate, private equity, venture capital, hedge funds, and family offices.
- Establish engagement objectives, scope, methodology, staffing, budgets, and timelines while maintaining ultimate responsibility for quality and delivery.
- Maintain proactive, year-round client communication and identify additional planning, advisory, and compliance opportunities.
- Generate new high-net-worth and business clients through existing relationships, referrals, outbound introductions, and strategic networking.
- Recruit, mentor, train, and evaluate Associates and Managers while strengthening the team’s technical and client-management capabilities.
- Leverage modern tax technology to improve efficiency, elevate the client experience, and help shape a scalable national tax platform.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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