Tax Director - West Coast (Client Development)

Job Summary:

The firm is seeking a Tax Director with deep technical expertise and a demonstrated ability to support business‑development initiatives. This role is designed for an experienced tax professional who excels in client‑facing environments and is motivated to contribute directly to the firm’s efforts to expand assets under management (AUM). The position offers the opportunity to work with high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients in a collaborative, supportive environment without the pressures of billable hours or involvement in audit or assurance work.

The Tax Director will play a central role in advancing the firm’s growth strategy by providing tax expertise throughout the prospecting and client‑development process. In addition to delivering high‑quality tax planning and analysis, the individual in this role will help articulate the firm’s value proposition, identify tax‑related planning opportunities, and support the conversion of prospects into long‑term client relationships. The position requires a high level of professionalism, strong communication skills, and the ability to manage multiple priorities in a dynamic environment.

Essential Job Functions for this role include:

• Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives

• Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients
• Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise
• Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies
• Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences
• Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations
• Assist with the advancement of technical knowledge and mentorship of less experienced tax team members
• Identify tax‑related opportunities that enhance client relationships and support the firm’s business development strategies
• Participate in client and prospect conversations to help articulate tax planning value and support overall client experience goals
• All other duties as assigned

Requirements:

• Minimum 10+ years of public accounting experience, or equivalent experience
• Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
• Advanced tax code knowledge, application and accounting skills
• Experience with UltraTax and Sureprep a plus
• Highly organized and tax-oriented
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills
• Team player, collaborative and able to work in concert with others
• Client first attitude including a passion for providing an excellent client experience
• Comfort participating in client development discussions and supporting relationship‑building efforts

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.