Director of Tax, Private Client Advisors (Trust, Estate, Gift tax)

United States·San Joseexecutive

OtherClient

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Quick Summary

Overview

Title: Director of Tax, Private Client Advisors (Trust, Estate, Gift tax) Location: Multiple CA locations (Irvine, Woodland Hills, Downtown Los Angeles, San Ramon, San Jose, San Francisco, Century City, El Segundo) Salary: $195K–$265K base (DOE & location) Overview A growing public accounting…

Key Responsibilities

Review complex tax returns for high-net-worth individuals, including closely held entities, trusts, estates, and gift tax filings Advise clients on tax implications of personal and business transactions Lead large, multi-client engagements, ensuring…

Requirements Summary

Bachelor's degree in Accounting, Tax, Finance, or related field Active CPA, EA or JD 8+ years of public accounting tax experience 4+ years in a leadership/managerial role Strong expertise in high-net-worth individual, trust, estate, and gift…

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Responsibilities

~1 min read

→ Review complex tax returns for high-net-worth individuals, including closely held entities, trusts, estates, and gift tax filings
→ Advise clients on tax implications of personal and business transactions
→ Lead large, multi-client engagements, ensuring quality, timelines, and profitability
→ Conduct and oversee research on complex tax issues; prepare technical memoranda
→ Mentor and develop managers and supervisors; oversee engagement workflow, budgets, and staffing
→ Collaborate across service lines to identify and drive cross-selling opportunities
→ Participate in business development efforts and client relationship expansion
→ Contribute to thought leadership through publications, training, and speaking engagements
→ Stay current on tax law changes and provide guidance and training internally