Managing Tax Director - Blue Signal

Managing Tax Director

Our client, a prestigious business management firm, is dedicated to providing top-tier tax expertise for high-net-worth (HNW) individuals. With a commitment to integrity and excellence, the firm is seeking a seasoned Managing Tax Director to lead its tax team and deliver exceptional service to its clients.

The Managing Tax Director will lead and oversee the tax team, ensuring timely and accurate tax returns, reviews, and planning for HNW clients. The ideal candidate will hold an active CPA, have a solid track record of working with HNW individuals, and bring a minimum of 6 years of experience in tax team management.

This Role Offers:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including health, retirement, and continuing education opportunities.

Focus:

• Oversee and manage the preparation, review, and filing of federal, state, and local tax returns for HNW individuals.
• Lead and mentor a team of tax professionals, providing guidance, professional development, and performance management.
• Ensure compliance with tax regulations, identifying potential tax-saving opportunities for clients.
• Review and approve tax filings to ensure accuracy, completeness, and compliance with applicable laws.
• Serve as a trusted advisor to HNW clients on tax-related issues, optimizing strategies for tax efficiency and financial planning.
• Coordinate with cross-functional teams within the firm to offer comprehensive financial solutions.
• Stay up-to-date with tax regulations and industry best practices, adapting processes to maintain compliance and efficiency.

Skill Set:

• Active CPA certification is required.
• Proven track record in managing tax returns and reviews for HNW individuals.
• Minimum of 6 years of experience leading and managing a tax team, preferably within a business management or financial advisory firm.
• Strong knowledge of federal, state, and local tax regulations.
• Excellent leadership, communication, and client relationship management skills.
• Ability to work effectively in a fast-paced, client-driven environment.