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The Tax Director will lead the firm's new affiliated tax practice, overseeing the preparation and review of individual, business, and trust tax returns. They will collaborate with financial advisors to provide tax planning strategies and modernize the firm's tax workflow and software stack.
This is a remote position.
About the Firm
We are representing a well-established private wealth practice with roughly $600M in AUM and a young, collaborative team across Southern California. Their clients are high-net-worth individuals and families rooted in Southern California, with relationships that also extend nationally. The firm offers investment management and financial planning today, and is now standing up a separate affiliated tax entity so clients get seamless planning and compliance under one roof, with a longer-term path to participate for the right hire.
About the Role
The firm is launching an affiliated tax practice and looking for a Tax Director to come in as the leader of their tax practice. You will work closely with advisors on personal and business returns, run client-facing tax planning meetings, take over production over time, and help modernize the practice off paper.
Key Responsibilities
Prepare and review individual, business, and trust returns for wealth and planning clients (pure tax; no bookkeeping or accounting)
Own the return workflow end to end over time, including production work that support currently carries
Work hand-in-hand with financial advisors on tax planning meetings, tax savings strategies, and ongoing year-round planning
Lead the move off paper organizers onto modern tax and portal software, and help choose the stack
Serve as the primary tax resource for the firm's advisor team and client base
Participate in paid quarterly all-day team meetings in Southern California
CPA license required
8+ years in public accounting, ideally in public accounting, a wealth firm, or a boutique tax practice
Strong 1040 foundation with comfort across partnerships, S corps, C corps, and some trust work
Experience working with retirees, real estate owners, and/or wealth-management clients
Comfort owning return production and filing workflows, not only review
High EQ and a diplomatic style working with advisors and long-tenured support; self-starter who can build, not just execute
Base salary: $175,000 to $240,000 depending on experience
Bonus structure to be discussed based on candidate profile and experience
Potential for profit sharing and equity participation as the tax practice matures
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