Tax director

This is a remote position.

About the Firm

We are representing a well-established private wealth practice with roughly $600M in AUM and a young, collaborative team across Southern California. Their clients are high-net-worth individuals and families rooted in Southern California, with relationships that also extend nationally. The firm offers investment management and financial planning today, and is now standing up a separate affiliated tax entity so clients get seamless planning and compliance under one roof, with a longer-term path to participate for the right hire.

About the Role

The firm is launching an affiliated tax practice and looking for a Tax Director to come in as the leader of their tax practice. You will work closely with advisors on personal and business returns, run client-facing tax planning meetings, take over production over time, and help modernize the practice off paper.

Key Responsibilities

• Prepare and review individual, business, and trust returns for wealth and planning clients (pure tax; no bookkeeping or accounting)
• Own the return workflow end to end over time, including production work that support currently carries
• Work hand-in-hand with financial advisors on tax planning meetings, tax savings strategies, and ongoing year-round planning
• Lead the move off paper organizers onto modern tax and portal software, and help choose the stack
• Serve as the primary tax resource for the firm's advisor team and client base
• Participate in paid quarterly all-day team meetings in Southern California

Requirements

• CPA license required
• 8+ years in public accounting, ideally in public accounting, a wealth firm, or a boutique tax practice
• Strong 1040 foundation with comfort across partnerships, S corps, C corps, and some trust work
• Experience working with retirees, real estate owners, and/or wealth-management clients
• Comfort owning return production and filing workflows, not only review
• High EQ and a diplomatic style working with advisors and long-tenured support; self-starter who can build, not just execute

Benefits

Base salary: $175,000 to $240,000 depending on experience. Bonus structure to be discussed based on candidate profile and experience. Potential for profit sharing and equity participation as the tax practice matures.