Tax Director

1 day ago Be among the first 25 applicants

This range is provided by Turn2Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $225,000.00/yr

Additional compensation types

Annual Bonus and Sign-on bonus

Direct message the job poster from Turn2Partners

Managing Director of Recruiting, F&A Search Services at Turn2Partners United States Marine Corps Veteran

Are you a seasoned tax leader with a strategic mindset? An esteemed professional services firm in the DMV area is seeking a Director of Tax to spearhead their fiduciary and wealth transfer tax practices. This role offers the opportunity to lead within a growing international organization, providing comprehensive tax solutions to high-net-worth individuals, family offices, and private foundations.

We are seeking an experienced tax professional with extensive experience advising high-net-worth individuals, family offices, trustees, and private foundations on sophisticated tax matters. The role centers around providing fiduciary tax guidance, enhancing compliance processes, and managing tax-related risk across our trust entities and client portfolio.

Key Responsibilities:

• Offer strategic tax insights to internal teams and clients, working closely with advisory, client service, and investment professionals.
• Act as the main resource for complex fiduciary income tax matters and escalation.
• Partner with external CPA firms to manage the preparation and filing of fiduciary tax returns.
• Conduct tax research, identify issues, and deliver tailored solutions across a range of entities, including private foundations and business structures.
• Monitor regulatory changes, ensuring the firm and clients remain fully compliant and proactive.
• Provide internal education on tax topics such as retirement rules and international reporting requirements.
• Assist in managing tax authority communications and dispute resolutions.

Qualifications:

• Bachelor's degree required; CPA and Master's in Taxation preferred.
• 10+ years of progressive tax experience.
• Broad technical knowledge across fiduciary, partnership, wealth transfer, and charitable tax domains.
• Experience managing compliance reviews, audits, and tax controversies.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Professional Services and Venture Capital and Private Equity Principals

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Child care support

Pension plan

Disability insurance

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