High-Net-Worth Tax Planning Assistant Director

Employer Industry: Financial Services Why consider this job opportunity:

• Salary up to $239,590
• Opportunity for career advancement and growth within a best-in‑class company
• Work remotely with flexible options
• Client‑centric environment focused on delivering tailored tax planning strategies
• Collaborate with a team of highly‑credentialed professionals
• Chance to be a thought leader in income tax‑related topics

• Analyze and review income tax records and returns of individuals and flow‑through entities to identify tax planning opportunities
• Partner with other professionals and advisors to deliver tax planning strategies and solutions for clients
• Stay updated on income tax laws, regulations, and planning trends
• Consult with attorneys, analysts, and other CPAs to implement strategies for complex planning issues
• Deliver tax planning analyses and consultations, potentially in collaboration with attorneys and financial planners

• Bachelor's degree required
• Active CPA license or JD required
• Minimum of 10 years of relevant individual income tax experience with a national or regional accounting firm, family office, or financial services company
• Strong client‑centric verbal and written communication skills, particularly in articulating complex tax concepts
• Familiarity with income tax planning software and tools

• Master’s degree preferred
• Additional business or trust and estate tax experience
• Experience with high‑net‑worth individuals
• Strong interpersonal skills and ability to work effectively on a team

#Financial Services #Tax Planning #Remote Work #Career Growth #Client Centric

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