Director of Tax, Private Client Advisors

Title: Director of Tax Private Client Advisors (Trust Estate Gift tax)
Location: Multiple CA locations (Irvine Woodland Hills Downtown Los Angeles San Ramon San Jose San Francisco Century City El Segundo)
Salary: $195K$265K base (DOE & location)

Overview
A growing public accounting firm is seeking a Tax Director to lead high-net-worth individual and fiduciary tax engagements. This role focuses on complex tax planning and compliance across estate gift and trust matters along with team leadership and business development.

Key Responsibilities

• Review complex tax returns for high-net-worth individuals including closely held entities trusts estates and gift tax filings
• Advise clients on tax implications of personal and business transactions
• Lead large multi-client engagements ensuring quality timelines and profitability
• Conduct and oversee research on complex tax issues; prepare technical memoranda
• Mentor and develop managers and supervisors; oversee engagement workflow budgets and staffing
• Collaborate across service lines to identify and drive cross-selling opportunities
• Participate in business development efforts and client relationship expansion
• Contribute to thought leadership through publications training and speaking engagements
• Stay current on tax law changes and provide guidance and training internally

Qualifications

• Bachelors degree in Accounting Tax Finance or related field
• Active CPA EA or JD
• 8 years of public accounting tax experience
• 4 years in a leadership/managerial role
• Strong expertise in high-net-worth individual trust estate and gift taxation
• Deep knowledge of federal state and local tax regulations
• Proven ability to lead teams and manage complex client engagements

Preferred

• Masters in Taxation or Accounting

Benefits

• Comprehensive health coverage (medical dental and vision)
• 401(k) with profit sharing
• Bonus potential
• Flexible work arrangements (hybrid schedule)
• Generous paid time off including sick leave
• 11 paid company holidays
• Parental Leave
• Employee wellness programs