Tax Director - FULLY REMOTE
• Fully remote!
• Opportunity to build, elevate, and own the firm's tax function and strategy.
About Our Client
Our client is a boutique private wealth management firm dedicated to serving high-net-worth individuals, multigenerational families, and complex trust and endowment structures. With a focus on holistic planning, the firm integrates investment management, tax strategy, estate planning, and fiduciary oversight to deliver a highly personalized advisory experience
Job Description
• Lead the firm's tax planning and advisory services for HNW clients, families, trusts, estates, and private foundations.
• Oversee preparation and review of complex tax returns (1040, 1041, 1065, 709, 990-PF, etc.).
• Develop and communicate proactive tax strategies including charitable planning, wealth transfer, entity structuring, and multi-state tax considerations.
• Collaborate with wealth advisors to integrate tax insights into clients' comprehensive financial plans.
• Manage relationships with external tax preparers, legal counsel, and other professional partners.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
A successful Tax Director should have:
• CPA
• 10+ years of progressive experience in individual, fiduciary, and partnership taxation, ideally within a private wealth, family office, or Big 4/large regional firm environment.
• Deep knowledge of U.S. tax code relevant to HNW clients, trusts/estates, gifting, charitable vehicles (incl. CRTs & foundations), and multi-generational planning.
What's on Offer
• Competitive annual salary ranging from $180,000 to $210,000 USD.
• Comprehensive benefits package, dependent on experience (DOE).
• Opportunities for professional growth and career advancement within a large organization.
Apply tot his job
Apply To this Job
• Opportunity to build, elevate, and own the firm's tax function and strategy.
About Our Client
Our client is a boutique private wealth management firm dedicated to serving high-net-worth individuals, multigenerational families, and complex trust and endowment structures. With a focus on holistic planning, the firm integrates investment management, tax strategy, estate planning, and fiduciary oversight to deliver a highly personalized advisory experience
Job Description
• Lead the firm's tax planning and advisory services for HNW clients, families, trusts, estates, and private foundations.
• Oversee preparation and review of complex tax returns (1040, 1041, 1065, 709, 990-PF, etc.).
• Develop and communicate proactive tax strategies including charitable planning, wealth transfer, entity structuring, and multi-state tax considerations.
• Collaborate with wealth advisors to integrate tax insights into clients' comprehensive financial plans.
• Manage relationships with external tax preparers, legal counsel, and other professional partners.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
A successful Tax Director should have:
• CPA
• 10+ years of progressive experience in individual, fiduciary, and partnership taxation, ideally within a private wealth, family office, or Big 4/large regional firm environment.
• Deep knowledge of U.S. tax code relevant to HNW clients, trusts/estates, gifting, charitable vehicles (incl. CRTs & foundations), and multi-generational planning.
What's on Offer
• Competitive annual salary ranging from $180,000 to $210,000 USD.
• Comprehensive benefits package, dependent on experience (DOE).
• Opportunities for professional growth and career advancement within a large organization.
Apply tot his job
Apply To this Job