Join a dynamic team as the SVP, Director of Tax, where you'll play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes. We’re looking for someone with deep expertise in federal and state tax laws, particularly in the areas of trusts, individual taxation, pass-through entities, and federal gift and estate taxes. Strong leadership and communication skills are essential to excel in this role.
As a key leader in our organization, reporting directly to the CFO, you will head a dedicated team of eight professionals within the Tax Department. You’ll collaborate with Client Advisors to deliver insightful tax projections, timely alerts, comprehensive summaries, and strategic advice. Your primary focus will be on building sophisticated tax models, drafting federal and state tax alerts, and preparing detailed tax planning presentations.
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If you're passionate about delivering top-tier tax expertise to ultra high-net-worth clients and thrive in a collaborative, client-focused environment, we invite you to explore this opportunity by applying today.