W3Global
Join to apply for the
Director of Tax
role at
W3Global .
Title:
Director of Tax
Location:
Remote (U.S.)
Compensation:
Competitive salary + performance incentives
Reports to:
Founder
Team:
Tax, Accounting, Advisory
Overview We are seeking an experienced and advanced-thinking
Director of Tax
to lead our tax function and elevate the strategic value we deliver to a growing portfolio of sophisticated clients. This fully remote leadership role is ideal for a tax expert who thrives in a modern, fast-paced environment and enjoys high-level planning, client advisory, team development, and building scalable systems. As the Director of Tax, you will oversee firm‑wide tax strategy, manage a high‑performing team, and serve as a trusted advisor to high‑income individuals, real estate investors, fund managers, entrepreneurs, and dealmakers across diverse industries. This is not a traditional compliance-heavy role – it is a strategic, client-facing position for someone who wants to influence firm growth, drive innovation, and set the technical standard for the entire organization. You will lead complex planning engagements, review advanced returns, design internal systems, develop tax managers and seniors, and play a key role in shaping service offerings and advisory programs. Your work will directly impact client outcomes, firm efficiency, and the long-term success of a rapidly scaling advisory platform.
Key Responsibilities
Tax Strategy & Technical Leadership
Lead strategic tax planning for high-income individuals, real estate investors, fund managers, SMB owners, and acquisition entrepreneurs.
Build firm-wide tax frameworks involving real estate, partnerships, PE/credit, SPVs, entity structuring, cost segregation, and more.
Review and sign off on complex federal and state returns for partnerships, S-corporations, C-corporations, trusts, and individuals.
Stay current with tax law changes and translate new regulations into actionable client strategies and internal guidance.
Team Leadership & Internal Systems
Manage, coach, and develop tax managers, seniors, and preparers to elevate performance and technical capability.
Build SOPs, workflows, and review processes to ensure high-quality deliverables and efficient turnarounds.
Create training programs, knowledge libraries, and internal resources to support consistent standards across the team.
Collaborate closely with accounting and bookkeeping teams to ensure clean handoffs and accurate financials.
Client Advisory & Relationship Management
Serve as the lead tax strategist for priority clients, including investors, operators, and founders.
Conduct tax planning sessions, entity structure reviews, and deal-level modeling for complex transactions.
Maintain proactive communication, delivering clear and timely updates without operating in silos.
Build deep, trust-based relationships that position you as a long-term strategic partner.
Firm Growth & Thought Leadership
Support the development of new service offerings, subscription models, and high-value advisory packages.
Partner with leadership to create thought-leadership content for webinars, email, LinkedIn, and tax guides.
Play a key role in scaling the firm into a top-tier advisory platform as we expand nationally.
Required Qualifications
8+ years of progressive tax experience, ideally within public accounting and advisory.
Active CPA or EA credential.
Deep expertise in real estate, partnerships, high-income individuals, and complex entity structures.
Exceptional review skills with a strong eye for identifying errors and inconsistencies.
Strong communication skills – able to translate complex tax concepts into clear, simple language.
Comfortable working in a fast-paced, tech-driven, modern environment.
Preferred Qualifications
Experience working with funds, SPVs, private equity, or private credit.
Background in tax planning for roll-ups, acquisition entrepreneurship, or alternative assets.
Experience helping build or scale a tax practice.
Interest in creating content or participating in webinars and educational events.
What Success Looks Like
Clean, accurate, high-quality returns delivered efficiently.
Clients feel supported, advised, and proactively guided – not just filed.
Team members develop stronger technical and advisory skills under your leadership.
Systems operate smoothly without bottlenecks or disorganization.
The firm grows rapidly while maintaining exceptional quality standards.
You become the strategic tax leader shaping the future direction of the firm.
Why Join Us?
Work with sophisticated clients: operators, investors, and high-performing entrepreneurs.
Focus on strategy and advisory, not just compliance work.
Fully remote, flexible culture with modern tools and zero old-school firm politics.
A respected voice in firm direction and future growth initiatives.
Competitive compensation with performance incentives and meaningful long-term upside as we scale.
Opportunity to help build a next-generation tax and advisory platform serving thousands of clients.
#J-18808-Ljbffr
Director of Tax
role at
W3Global .
Title:
Director of Tax
Location:
Remote (U.S.)
Compensation:
Competitive salary + performance incentives
Reports to:
Founder
Team:
Tax, Accounting, Advisory
Overview We are seeking an experienced and advanced-thinking
Director of Tax
to lead our tax function and elevate the strategic value we deliver to a growing portfolio of sophisticated clients. This fully remote leadership role is ideal for a tax expert who thrives in a modern, fast-paced environment and enjoys high-level planning, client advisory, team development, and building scalable systems. As the Director of Tax, you will oversee firm‑wide tax strategy, manage a high‑performing team, and serve as a trusted advisor to high‑income individuals, real estate investors, fund managers, entrepreneurs, and dealmakers across diverse industries. This is not a traditional compliance-heavy role – it is a strategic, client-facing position for someone who wants to influence firm growth, drive innovation, and set the technical standard for the entire organization. You will lead complex planning engagements, review advanced returns, design internal systems, develop tax managers and seniors, and play a key role in shaping service offerings and advisory programs. Your work will directly impact client outcomes, firm efficiency, and the long-term success of a rapidly scaling advisory platform.
Key Responsibilities
Tax Strategy & Technical Leadership
Lead strategic tax planning for high-income individuals, real estate investors, fund managers, SMB owners, and acquisition entrepreneurs.
Build firm-wide tax frameworks involving real estate, partnerships, PE/credit, SPVs, entity structuring, cost segregation, and more.
Review and sign off on complex federal and state returns for partnerships, S-corporations, C-corporations, trusts, and individuals.
Stay current with tax law changes and translate new regulations into actionable client strategies and internal guidance.
Team Leadership & Internal Systems
Manage, coach, and develop tax managers, seniors, and preparers to elevate performance and technical capability.
Build SOPs, workflows, and review processes to ensure high-quality deliverables and efficient turnarounds.
Create training programs, knowledge libraries, and internal resources to support consistent standards across the team.
Collaborate closely with accounting and bookkeeping teams to ensure clean handoffs and accurate financials.
Client Advisory & Relationship Management
Serve as the lead tax strategist for priority clients, including investors, operators, and founders.
Conduct tax planning sessions, entity structure reviews, and deal-level modeling for complex transactions.
Maintain proactive communication, delivering clear and timely updates without operating in silos.
Build deep, trust-based relationships that position you as a long-term strategic partner.
Firm Growth & Thought Leadership
Support the development of new service offerings, subscription models, and high-value advisory packages.
Partner with leadership to create thought-leadership content for webinars, email, LinkedIn, and tax guides.
Play a key role in scaling the firm into a top-tier advisory platform as we expand nationally.
Required Qualifications
8+ years of progressive tax experience, ideally within public accounting and advisory.
Active CPA or EA credential.
Deep expertise in real estate, partnerships, high-income individuals, and complex entity structures.
Exceptional review skills with a strong eye for identifying errors and inconsistencies.
Strong communication skills – able to translate complex tax concepts into clear, simple language.
Comfortable working in a fast-paced, tech-driven, modern environment.
Preferred Qualifications
Experience working with funds, SPVs, private equity, or private credit.
Background in tax planning for roll-ups, acquisition entrepreneurship, or alternative assets.
Experience helping build or scale a tax practice.
Interest in creating content or participating in webinars and educational events.
What Success Looks Like
Clean, accurate, high-quality returns delivered efficiently.
Clients feel supported, advised, and proactively guided – not just filed.
Team members develop stronger technical and advisory skills under your leadership.
Systems operate smoothly without bottlenecks or disorganization.
The firm grows rapidly while maintaining exceptional quality standards.
You become the strategic tax leader shaping the future direction of the firm.
Why Join Us?
Work with sophisticated clients: operators, investors, and high-performing entrepreneurs.
Focus on strategy and advisory, not just compliance work.
Fully remote, flexible culture with modern tools and zero old-school firm politics.
A respected voice in firm direction and future growth initiatives.
Competitive compensation with performance incentives and meaningful long-term upside as we scale.
Opportunity to help build a next-generation tax and advisory platform serving thousands of clients.
#J-18808-Ljbffr