Tax Director (Wealth Management)

About the job Tax Director (Wealth Management)

We're partnering with a growing wealth management firm and conducting a search for a Tax Director. If you have strong experience advising high-net-worth individuals across multiple states and are looking to lead a tax practice within a collaborative, client-focused environment, this could be a great opportunity.

Position Details : Title : Tax Director

Location : Flexible (remote or hybrid options available)

Key Responsibilities :

• Lead and manage the firms tax advisory services for high-net-worth clients
• Oversee the preparation and review of complex individual, trust, estate, and partnership tax returns
• Provide strategic tax planning and wealth preservation strategies
• Advise clients on multi-state tax issues, charitable planning, and

estate and gift tax matters

Qualifications :

partnership taxation

Email your resume directly to cpuls@linksrecruiting.com. I'll follow up with more details once received.