Director of Tax Planning Services

Director of Tax Planning

Remote
The Director of Tax Planning Services serves as the firm's senior authority on advanced tax planning strategy, responsible for designing, leading, and scaling a best in class tax planning practice for high net worth individuals, closely held businesses, and real estate focused clients.



This role combines deep technical expertise with client advisory leadership and practice development. The Director owns the strategy, quality, and growth of the Tax Planning Services function and partners closely with firm leadership and client facing teams to deliver proactive, compliant, and impactful tax planning outcomes.



The successful candidate will function as a trusted advisor to clients, an internal subject matter leader, and a steward of both client outcomes and departmental performance.



Position's Intent...