Tax Director – Global PCS

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

📋 Description

• Act as the primary tax leader for strategic partnerships with wealth management firms.

• Oversee tax services for high-net-worth individuals, families, trusts, estates, charitable organizations, and closely held businesses.

• Take ownership of tax strategy, ensuring the delivery and review of intricate individual, fiduciary, and business tax returns.

• Guarantee that engagements are technically accurate, adequately staffed, timely, and aligned with clients' tax, estate, and wealth planning goals.

• Cultivate relationships with wealth management professionals and clients, serving as a trusted advisor.

• Coordinate communication and provide tax insights on planning opportunities.

• Lead, guide, and mentor tax professionals.

• Delegate tasks and enhance team capabilities for increasingly sophisticated engagements.

• Identify and pursue tax planning and advisory opportunities.

• Oversee engagement staffing, workflow, and delivery utilizing onshore/offshore resources, automation, and AI-assisted tools.

• Collaborate across tax, accounting, bookkeeping, and advisory service divisions.

• Contribute to the growth of alliances and the tax practice, service enhancements, talent development, and operational advancements.

• Advocate for automation, AI-driven solutions, and cutting-edge service delivery models.

• Ensure alignment with firm standards, policies, methodologies, technology initiatives, and strategic objectives.

• Connect the Strategic Alliance with the broader Tax Practice.

⛳️ Requirements

• A minimum of 10 years in public accounting.

• At least 5 years of supervisory experience.

• CPA, JD, or EA license is mandatory.

• Extensive tax technical knowledge related to high-net-worth individuals and business tax issues.

• Experience in representing clients before the IRS and state agencies.

• Proficient in CCH Axcess, SurePrep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office.

• Proven experience leading teams and managing engagements using technology-driven tax platforms, workflow automation tools, digital service delivery models, and innovative solutions.

• Ability to champion emerging technologies, including AI-driven solutions.

• Strong analytical, organizational, and project management capabilities.

• Exceptional communication, interpersonal, and relationship management skills.

• A Master of Tax or LLM is preferred.

• Experience with a top 25 accounting firm is preferred.

🏝️ Benefits

• Competitive salary and comprehensive benefits package.

• Flexibility to balance personal and professional commitments.

• Support for professional development.

• A collaborative and innovative work atmosphere.