Remote Tax Director, Private Wealth - $250k+

Henderson Harbor Tax was established in 2009 as a specialized tax placement division of Henderson Harbor Group. Over the past 15 years, HHTax has successfully leveraged our vast network of tax professionals and our targeted industry knowledge to successfully advise careers and place professionals at every level from Tax Associates to Chief Tax Officers, and Tax Partners, in both private industry and public accounting. We service our clients primarily in the NYC area as well nationally through our AAFA network (45 financial staffing affiliates throughout the U.S. and Canada).

Our client, a technologically advanced tax firm, is seeking an experienced Remote Tax Director, Private Wealth to join their team. The ideal candidate will oversee and manage all tax-related aspects for high-net-worth individuals and families. This role involves strategic tax planning, compliance, and advisory services, ensuring clients receive optimal tax solutions tailored to their unique financial situations.

Compensation: $250,000

Workplace Policy: Remote

Responsibilities:

• Lead and manage the delivery of comprehensive tax services for private wealth clients, including individuals, trusts, and estates.
• Review of individual 1040 returns and entity returns.
• Develop and implement effective tax strategies to minimize liabilities and enhance wealth preservation.
• Provide expert advice on tax implications related to investments, charitable giving, estate planning, and other financial activities.
• Ensure compliance with federal, state, and local tax regulations, preparing and reviewing tax returns and related documentation.
• Conduct thorough tax research and stay updated on current tax laws and regulations.
• Collaborate with clients’ financial advisors, legal teams, and other professionals to create financial plans.
• Build, mentor and supervise a team of tax professionals.
• Build and maintain strong client relationships, delivering exceptional service and proactively identifying new opportunities for value creation.

Qulaifications:

• 10 years of experience with private wealth in a CPA firm or family office environment
• CPA or JD required
• Proven track record of developing and implementing successful tax strategies for high-net-worth clients using modern technologies
• In-depth knowledge of federal, state, and local tax laws, regulations, and reporting requirements
• Strong analytical skills, with the ability to interpret complex tax regulations and financial information
• Excellent communication and interpersonal skills, with the ability to build and maintain trusted client relationships
• Proficiency in tax software and Microsoft Office Suite