Tax Director

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

📋 Description

• Oversee the establishment of the new tax firm, defining its vision for client service and growth.

• Guide and support the tax team through mentorship.

• Cultivate and maintain strong relationships with clients.

• Assume responsibility for tax planning discussions previously handled by the wealth management team.

• Select and implement the firm’s tax software, workflows, and client service framework.

• Formulate a pricing strategy, incorporating minimum fees, engagement packages, and value-based or subscription billing options.

• Create scalable infrastructure and processes, including hiring strategies and integration with the wealth management division.

• Address the tax needs of wealth management clients.

• Attract new clientele through the tax firm.

• Engage in hands-on tax preparation and review, particularly during the initial phases.

• Collaborate closely with advisors on both personal and business tax returns.

• Conduct client-facing tax planning sessions.

• Contribute to the modernization of the practice.

⛳️ Requirements

• A valid CPA license is mandatory.

• Minimum of 8 years of experience in tax.

• Strong background in individual (1040) tax preparation.

• Experience with high-net-worth clients is preferred.

• Proven track record in managing and developing a team.

• Ability to navigate change with a diplomatic approach.

• Familiarity with practice operations, including software, workflows, pricing, and client service.

• Comfortable balancing leadership roles with hands-on preparation and review tasks.

• An entrepreneurial mindset with a focus on building practices instead of adhering to a traditional partner trajectory.

• Experience in wealth management, RIA, or family office settings is advantageous.

🏝️ Benefits

• Bonus structure to be determined based on candidate qualifications and experience.

• Potential for profit sharing and equity participation as the tax practice develops.

• Remote work opportunity.