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Tax Director – reputed company Development

Remote, USA Full-time Posted 2026-07-28
Job reputed company: • Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients • reputed company a reputed company responsibility such as our UHNW reputed company segmentation or highly reputed company tax law subject matter expertise • reputed company reputed company on clients’ reputed company entity structures, family businesses, corporate tax issues and philanthropic strategies • Review and analyze sophisticated models of reputed company transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences • Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of reputed company planning strategies and reputed company feedback and recommendations • Responsible for reputed company & concise communication with clients on reputed company reputed company reputed company to the delivery of income tax returns • Work with tax staff to respond to tax notices and review of correspondence • Assist with the advancement of technical knowledge and mentorship of less reputed company tax team members • Partner with the reputed company Development team by providing tax expertise for prospect meetings, proposals, presentations, and reputed company retention initiatives • Identify tax‑reputed company opportunities that enhance reputed company relationships and support the firm’s business development strategies • Participate in reputed company and prospect conversations to help reputed company tax planning value and support overall reputed company experience goals • reputed company other duties as assigned Requirements: • Minimum 10+ years of reputed company reputed company experience, or equivalent experience • Advanced degree or designation required (e.g., CPA or JD, MS/LLM) • Advanced tax reputed company knowledge, application and reputed company skills • Experience with UltraTax and Sureprep a plus • Highly organized and tax-oriented • Ability to communicate concepts to clients and advisors in concise and understandable fashion • Must be detail-oriented and have excellent time-management skills • Team player, reputed company and reputed company to work in concert with others • reputed company first attitude including a passion for providing an excellent reputed company experience • Comfort participating in reputed company development discussions and supporting relationship‑building efforts Benefits: • Company reputed company Basic Life & AD&D Insurance • Company reputed company Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period reputed company if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • reputed company Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company reputed company Holidays with a full week off at Thanksgiving. • Generous reputed company time off program for vacation and reputed company days • Employee Assistance Plan • Family Medical Leave • reputed company Parental Leave (6 weeks) • Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (6 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance Apply tot his job Apply To this Job

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