REMOTE Tax Director - HNW / Pass Throughs

Darum lohnt es sich

This is a rare ground-floor leadership opportunity to build something meaningful with full support, national visibility, and a hand-selected team.

Why This Opportunity Stands Out • Fully Remote - work from anywhere in the U.S. • No book of business needed - client base already secured • Strong alignment with financial planning and wealth management teams • High autonomy and input in shaping the tax practice vision • Competitive compensation and resources to hire 2 team members below you • Opportunity to build, lead, and leave a legacy—not just maintain a book Key Responsibilities • Stand up the firm's tax department, including systems, processes, and people • Oversee planning and compliance for a portfolio of HNW individuals, families, and entities • Lead preparation and review of individual, trust, and partnership returns • Work closely with financial advisors and partners on proactive tax strategies • Hire, mentor, and manage junior- to mid-level tax professionals • Identify opportunities for deeper integration between tax and wealth functions Ideal Candidate Profile • 10 years in public accounting or boutique tax firms with significant HNW exposure • Experience building or leading a practice (or a division/team within a larger firm) • Deep technical knowledge across individual, trust, estate, and pass-through taxation • Strong communication and leadership skills; confident client-facing presence • Ability to evaluate and implement tax software, workflow tools, and process infrastructure • CPA or EA required; MST, LLM, or CFP a plus The Setup • Fully remote position with flexible scheduling and outcome-based expectations • Tech-forward, modern firm with long-term growth vision • Immediate access to a high-quality client base—no biz dev required • Competitive compensation with performance incentives Tax Director -- Private Client & Advisory (Fully Remote) Build & Lead a New Tax Practice | HNW Focus | Wealth-Aligned Client Base A respected financial advisory firm is preparing to expand its offerings by launching a dedicated tax division—and is seeking a proven Tax Director to lead the charge.

The firm already has a high-quality client base of approximately 200 HNW individuals and families, with an immediate need for integrated tax strategy and execution.

The right candidate will be both a player and a coach —someone equally comfortable reviewing complex returns, leading planning discussions, and building systems and processes to scale a high-functioning tax department from the ground up.