Private Client Services Tax Director
EA Talent Solutions, Pompano Beach, FL, United States
Our client, a leading professional services firm, is seeking a
Private Client Services (PCS) Tax Director
to provide sophisticated tax compliance, consulting, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses. This role is ideal for a seasoned tax professional who combines strong technical expertise with client leadership, practice development, and team management experience.
Key Responsibilities Serve as a trusted advisor to high-net-worth individuals and their families on complex tax matters, including income, gift, estate, and trust taxation Oversee and review complex federal, state, and local tax returns for individuals, trusts, estates, and closely held entities Provide strategic tax planning related to wealth transfer, succession planning, estate planning, charitable giving, and multigenerational wealth preservation Manage and deepen client relationships, acting as the primary point of contact Lead, mentor, and develop PCS tax professionals at various levels Collaborate with partners and firm leadership on practice growth initiatives and cross-service offerings Identify and pursue new business opportunities; support proposal development and client presentations Monitor regulatory and tax law changes affecting private clients and communicate implications to clients and internal teams
Qualifications Bachelor’s degree in Accounting or related field (Master’s in Taxation or JD strongly preferred) CPA or JD required (LLM a plus) 10+ years of progressive tax experience within a public accounting firm, with significant PCS focus Strong technical knowledge of individual, trust, estate, and closely held business taxation Proven experience managing client relationships and leading engagement teams Demonstrated leadership, mentoring, and people development capabilities Excellent communication, presentation, and relationship-building skills
As a recruitment and workforce management service, we are committed to promoting equal employment opportunity in all recruitment processes. We conduct our services in accordance with all applicable federal, state, and local anti-discrimination and equal employment opportunity laws. We do not discriminate against candidates on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. All candidate referrals are made based on individual qualifications, merit, and the requirements of the position. Clients engaging our services are reminded of their own legal responsibilities to uphold anti-discrimination laws and are expected to treat all referred candidates fairly and lawfully throughout the hiring process.
Private Client Services (PCS) Tax Director
to provide sophisticated tax compliance, consulting, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses. This role is ideal for a seasoned tax professional who combines strong technical expertise with client leadership, practice development, and team management experience.
Key Responsibilities Serve as a trusted advisor to high-net-worth individuals and their families on complex tax matters, including income, gift, estate, and trust taxation Oversee and review complex federal, state, and local tax returns for individuals, trusts, estates, and closely held entities Provide strategic tax planning related to wealth transfer, succession planning, estate planning, charitable giving, and multigenerational wealth preservation Manage and deepen client relationships, acting as the primary point of contact Lead, mentor, and develop PCS tax professionals at various levels Collaborate with partners and firm leadership on practice growth initiatives and cross-service offerings Identify and pursue new business opportunities; support proposal development and client presentations Monitor regulatory and tax law changes affecting private clients and communicate implications to clients and internal teams
Qualifications Bachelor’s degree in Accounting or related field (Master’s in Taxation or JD strongly preferred) CPA or JD required (LLM a plus) 10+ years of progressive tax experience within a public accounting firm, with significant PCS focus Strong technical knowledge of individual, trust, estate, and closely held business taxation Proven experience managing client relationships and leading engagement teams Demonstrated leadership, mentoring, and people development capabilities Excellent communication, presentation, and relationship-building skills
As a recruitment and workforce management service, we are committed to promoting equal employment opportunity in all recruitment processes. We conduct our services in accordance with all applicable federal, state, and local anti-discrimination and equal employment opportunity laws. We do not discriminate against candidates on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. All candidate referrals are made based on individual qualifications, merit, and the requirements of the position. Clients engaging our services are reminded of their own legal responsibilities to uphold anti-discrimination laws and are expected to treat all referred candidates fairly and lawfully throughout the hiring process.