Managing Director

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and lead the tax division from its inception—creating processes, workflows, and a scalable technology framework in partnership with firm leadership and an experienced consulting partner during the build-out phase.

• Supervise the preparation and review of intricate individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) tax returns, ensuring precision, compliance, and timeliness across a diverse multi-RIA client base.

• Provide proactive, year-round tax advisory services for high-net-worth individuals and families, covering areas such as Roth conversions, RMD strategies, charitable contributions, capital gains/loss harvesting, estate and gift tax planning, equity compensation, liquidity events, and forward-looking projections.

• Work closely with RIA advisors to synchronize tax strategies with clients' investment, retirement, and estate plans—actively participating in client meetings and prospect discussions as a vital member of the advisory team.

• Assist in defining the service and pricing model for the tax offering, which will directly influence the platform's go-to-market strategy and the candidate's profit-sharing potential.

• Clearly and effectively communicate complex tax topics to clients and advisors, fostering trust across various relationships.

⛳️ Requirements

• CPA license is mandatory.

• 7–10+ years of progressive tax experience, with a strong preference for a background in wealth management, family offices, or serving high-net-worth clients.

• Extensive hands-on experience in preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 returns, with a solid understanding of federal, state, and local tax laws.

• Proven ability to provide high-value tax consulting and advisory services to high-net-worth individuals, families, and multigenerational wealth structures—including estate, gift, and trust matters.

• Entrepreneurial mindset: comfortable working autonomously, creating structure in the absence of it, and making decisions that will have a lasting impact.

• Tech-savvy and process-oriented, with a keen interest in utilizing modern tools (including AI-assisted workflows) to enhance quality service delivery.

• Excellent interpersonal and communication skills—capable of building trust with both advisors and end clients, and bringing genuine authority to advisory discussions.

🏝️ Benefits

• Competitive base salary with variable compensation.

• Opportunities for profit sharing.

• Comprehensive benefits package and paid time off.

• A collaborative, growth-focused environment that promotes autonomy, precision, and entrepreneurial thinking.