Tax Managing Director

Overview

We’re looking for an experienced and motivated Tax Managing Director to lead and grow our tax strategy for high-net-worth and ultra-high-net-worth clients. This is a leadership role where you’ll combine hands‑on tax expertise with strategic planning, working closely with advisors, clients, and external tax partners.

What You’ll Be Doing

• Lead overall tax strategy across planning, compliance, and external partnerships
• Build and improve tax processes and workflows
• Manage relationships with outside tax firms
• Review individual, trust, and business tax returns for accuracy and compliance
• Provide guidance on business tax strategies (S‑corps, partnerships, pass‑through entities)
• Support business exit planning (sales, liquidity events, tax deferral strategies)
• Advise on state and local tax matters
• Partner with wealth advisors to identify tax‑saving opportunities
• Join client meetings to explain strategies and provide expert guidance
• Support estate, gift, and philanthropic planning
• Help improve systems and technology used for tax work
• Stay updated on tax law changes and share insights with the team
• Mentor and help grow a team of tax professionals

What We’re Looking For

• 15+ years of tax experience (public accounting, wealth management, or family office)
• Active CPA required (CFA, JD, LLM, MST, or CFP is a plus)
• Strong knowledge of individual, business, estate, and gift tax planning
• Experience reviewing tax returns and advising high-net-worth clients
• Ability to explain complex tax topics in a simple, client‑friendly way
• Comfortable working with tax software and new technologies
• Strong communication, organization, and leadership skills
• Passion for client service, teamwork, and mentoring others

MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at

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