PCS Tax Director

Ready to do more than oversee compliance

As a Private Client Services Tax Director youll lead relationships with high-net-worth and ultra-high-net-worth individuals and families shape complex tax and wealth planning and help grow the practice. Your work will span closely held businesses investments trusts estates real estate and multigenerational wealth. Youll have room to make an impact across the full client relationship not just the annual return.

Compensation: $225000$250000 base salary bonus/incentive compensation depending on experience market client relationships and business development experience.

What Youll Own

Lead sophisticated private client relationships and turn complex tax issues into clear practical advice

Drive year-round income tax wealth transfer trust estate gift and family business planning

Oversee complex individual fiduciary partnership and related compliance work

Collaborate with attorneys wealth advisors investment professionals bankers and other outside advisors

Mentor Managers and Seniors while leading teams accountable for excellent client service and quality

Own engagement scope pricing staffing and profitability

Expand client relationships develop referral sources and work with Partners to grow the practice

What You Bring

10 years of progressive public accounting tax experience with private client leadership at the Director Senior Manager Principal or equivalent level

CPA credentials; an MST JD or LLM is a plus

Deep experience advising high-net-worth and ultra-high-net-worth clients on individual fiduciary estate and gift tax matters

The judgment to lead complex planning and client relationships not just review compliance work

A record of developing teams and communicating confidently with clients and their advisors

Business development experience and referral relationships are highly valued

Why Take the Call

If youve mastered the technical work and want greater ownership of client relationships and practice growth this role gives you a path to build toward Partner-level responsibility. Youll work directly with Partners lead meaningful planning and help shape what comes next for the Private Client Services practice.

Interested Lets have a confidential conversation.