Director, Private Tax

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Act as the primary tax advisor for a portfolio of high-net-worth individuals (HNWIs) with global interests.

• Provide tailored planning services for pre-immigration, expatriation, foreign trusts, inbound investments, and international estate frameworks.

• Analyze intricate U.S. tax returns and international information submissions (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.).

• Manage tax risk and uphold quality standards in client deliverables.

• Oversee and guide senior managers and other personnel across various locations.

• Assist in the firm’s strategy for training, development, and retention of PCS professionals.

• Build and nurture relationships with attorneys, private banking institutions, wealth advisors, and other essential intermediaries.

• Contribute to the firm’s thought leadership and enhance external visibility through events, whitepapers, or webinars.

⛳️ Requirements

• CPA, EA, or JD with extensive experience in international tax; MST or LLM is a plus.

• At least 8–10 years of experience in U.S. private client tax with international complexities.

• Proven experience with foreign trust structures, U.S. estate and gift tax planning, and cross-border compliance.

• Leadership experience in managing client relationships and mentoring team members.

• Preferred experience in business development and/or a robust external network.

🏝️ Benefits

• Competitive compensation

• Performance-based bonus

• Potential for equity and sales commissions