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

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 firm is seeking a Tax Director to lead high-net-worth individual and fiduciary tax engagements. This role focuses on complex tax planning and compliance across estate, gift, and trust matters, along with team leadership and business development.

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 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

Qualifications

• 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 taxation

• Deep knowledge of federal, state, and local tax regulations

• Proven ability to lead teams and manage complex client engagements

Preferred

• Master's in Taxation or Accounting

Benefits

• Comprehensive health coverage (medical, dental, and vision)

• 401(k) with profit sharing

• Bonus potential

• Flexible work arrangements (hybrid schedule)

• Generous paid time off, including sick leave

• 11 paid company holidays

• Parental Leave

• Employee wellness programs