Tax Director

Tax Director opportunity with a well-established, independent wealth management organization. This is an excellent opportunity for a tax professional to take on a strategic role advising high-net-worth individuals and families on sophisticated tax planning matters while helping expand the firm's broader wealth advisory capabilities.

COMPENSATION

• Base Salary: $225,000–$300,000

• Total Compensation: $350,000–$450,000

• Compensation commensurate with experience

JOB RESPONSIBILITIES

• Advise high-net-worth individuals and families on complex tax planning matters, including individual income taxation, trust and estate taxation, and wealth preservation strategies.

• Support business development initiatives by helping communicate the firm's tax planning and wealth advisory capabilities to prospective clients and referral partners.

• Participate in client and prospect meetings as a senior tax planning resource, coordinating implementation with clients and their external advisors.

THE FIRM

• Established wealth management organization

• New York City-based, with an in-office schedule of 3–4 days per week.

• Collaborative, team-oriented culture with an emphasis on work-life balance.

• Competitive compensation package and 401(k) match.

•Additional employee perks, including team events, happy hours, sports teams, and fitness programs.

Even if this opportunity isn't the right fit, feel free to reach out. I work on a variety of accounting, tax, and finance opportunities across the industry and would be happy to connect.