Job Description
Job Description
This is a remote position.
About the Firm
We are representing a wealth management firm that offers investment management and financial planning to high-net-worth individuals and families rooted in Southern California, with relationships that also extend nationally. The firm is now standing up a separate affiliated tax entity so clients get seamless planning and compliance under one roof. They're looking for a Tax Director to lead that firm and grow it into a full-service tax offering for their clients.
About the Role
The firm is launching an affiliated tax practice and looking for a Tax Director to come in to lead it. You will work closely with advisors on personal and business returns, run client-facing tax planning meetings, take over production over time, and help modernize the practice.
Key Responsibilities
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Lead the new tax firm and set the vision for how it serves clients and grows.
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Manage and mentor the tax team with a collaborative, diplomatic approach.
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Build and own client relationships, and take over tax planning conversations from the wealth management team.
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Pick and set up the firm's tax software, workflows, and client service model.
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Work with the wealth management firm on pricing strategy, including minimum fees, engagement packages, and value-based or subscription billing.
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Build the infrastructure and processes to scale, including when to hire and how to integrate with the wealth management side.
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Serve wealth management clients' tax needs, and bring new clients in through the tax firm.
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Stay hands-on with tax preparation and review, especially in the early stages.
Requirements
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Active CPA license required.
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8+ years of tax experience, with a strong individual (1040) background and high-net-worth clients preferred.
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Experience managing and developing a team, and the ability to lead through change with a diplomatic touch.
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Experience with practice operations such as software, workflows, pricing, and client service.
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Comfortable being both a leader and a hands-on preparer and reviewer.
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An entrepreneurial, builder's mindset, with an interest in growing a practice instead of following a traditional partner track.
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Wealth management, RIA, or family office experience is a plus.
Benefits
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Base salary: $175,000 to $240,000 depending on experience
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Bonus structure to be discussed based on candidate profile and experience
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Potential for profit sharing and equity participation as the tax practice matures