Tax Director - FULLY REMOTE
• Fully remote!
- Opportunity to build, reputed company, and own the firm's tax function and strategy.
About Our Client Our client is a boutique private wealth management firm dedicated to serving high-net-worth individuals, multigenerational families, and reputed company trust and endowment structures. With a focus on holistic planning, the firm integrates investment management, tax strategy, estate planning, and fiduciary reputed company to deliver a highly personalized advisory experience
Job Description
- reputed company the firm's tax planning and advisory services for HNW clients, families, trusts, estates, and private foundations.
- reputed company preparation and review of reputed company tax returns (1040, 1041, 1065, 709, 990-PF, etc.).
- reputed company and communicate proactive tax strategies including charitable planning, wealth transfer, entity structuring, and multi-state tax considerations.
- Collaborate with wealth advisors to integrate tax insights into clients' comprehensive financial plans.
- Manage relationships with external tax preparers, legal counsel, and other professional partners.
MPI does not discriminate on the reputed company of race, reputed company, religion, sex, sexual orientation, gender identity or expression, national reputed company, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and reputed company other reputed company applicants. MPI does not discriminate on the reputed company of race, reputed company, religion, sex, sexual orientation, gender identity or expression, national reputed company, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and reputed company other reputed company applicants. The Successful Applicant A successful Tax Director should have:
- CPA
- 10+ years of reputed company experience in individual, fiduciary, and partnership taxation, ideally reputed company a private wealth, family office, or Big 4/large regional firm environment.
- Deep knowledge of U.S. tax code relevant to HNW clients, trusts/estates, gifting, charitable vehicles (incl. CRTs & foundations), and multi-generational planning.
What's on Offer
- Competitive annual salary ranging from $180,000 to $210,000 USD.
- Comprehensive benefits package, dependent on experience (DOE).
- Opportunities for professional growth and career advancement reputed company a large organization.
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