We are looking for an experienced tax leader to oversee complex tax matters for a financial services organization. This position is well suited for someone who brings deep expertise in individual taxation for high-net-worth clients and can guide a team while maintaining high standards of accuracy and service. The role offers the opportunity to influence tax strategy, support client needs, and contribute to a collaborative firm environment.
Responsibilities:
- Direct the preparation and review of sophisticated tax filings, with a strong emphasis on returns for high-net-worth individuals and high-income clients.
- Provide day-to-day leadership to tax staff, offering guidance, oversight, and mentoring to support quality work and career development.
- Manage tax planning and compliance activities to help clients and the organization address regulatory obligations effectively and on time.
- Review financial and tax data to identify planning opportunities, resolve issues, and ensure accurate reporting across engagements.
- Collaborate with internal stakeholders on departmental priorities, workflow management, and service delivery improvements.
- Oversee the use of tax and compliance platforms, including Drake-based solutions and related software tools, to maintain efficient processes and reliable documentation.
- Serve as a senior resource for complex tax questions, escalations, and client-facing matters requiring strong technical judgment.
- Active CPA license.
- Bachelor’s degree in Accounting or a closely related field.
- Approximately 10 to 12 years of progressive tax experience in public accounting, corporate tax, or a similar environment.
- Significant hands-on experience preparing and reviewing tax returns for high-net-worth individuals.
- Prior leadership or management experience within a tax function is strongly preferred.
- Working knowledge of tax compliance software, including Drake Tax Software or similar platforms.
- Familiarity with wealth management clients or financial services environments is highly valued.
- Strong analytical skills and the ability to communicate complex tax matters clearly to both clients and internal teams.