Tax Director

2 days ago Be among the first 25 applicants

This range is provided by Squarely LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$225,000.00 / yr - $300,000.00 / yr

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About the Company

Our client is a nationally recognized private wealth management firm with a multi-office footprint and a strong, people-first culture. The organization serves high-net-worth clients through an integrated platform that includes comprehensive tax, risk, and family office capabilities. Since its founding, the firm has sustained robust, double-digit growth and continues to invest heavily in professionalized operations and a best-in-class client experience.

About the Role

Our client is hiring a Director to lead a 10-person Tax Department. This role combines executive leadership with a focused book of client work—no business development or client acquisition is required. The Director will set strategy and standards, elevate execution quality, and guide the team through its next phase of maturity while partnering closely with the firm’s other Tax Director.

Responsibilities

• Department Leadership and Quality : Own day-to-day departmental execution and quality control across client work and internal stakeholders.
• Complex Compliance : Review and prepare sophisticated individual and multi-state returns, plus entity filings for S corporations, partnerships, trusts, and exempt organizations.
• Policy and Process : Define and maintain policies, procedures, and workflow standards; drive accountability and continuous improvement across the function.
• Team Development : Coach, mentor, and direct staff—set goals, manage workload and timelines, and provide clear feedback and supervision.
• Collaboration and Culture : Lead regular team meetings and promote cross-office collaboration, communication, and culture.
• Technical Stewardship : Identify, research, and resolve tax issues; serve as an escalation point for complex matters.
• Financial Oversight : Oversee pricing and fee proposals, track departmental revenue / realization, and partner with the Finance team on budgeting and reporting.
• Cross-Functional Partnership : Coordinate priorities with the Tax Director based in Southern California and delegate projects to meet deadlines.

Qualifications

Required Skills

Preferred Skills

Pay range and compensation package

Equal Opportunity Statement

Our client is committed to diversity and inclusivity in the workplace.

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