Director Of Tax – Advisory

Director of Tax – Advisory Overview

• The Director of Tax – Advisory will lead tax planning and wealth strategy initiatives for ultra-high-net-worth individuals and families.
• Collaborate with advisors to deliver sophisticated tax-aware planning and financial strategies tailored to client needs.
• Develop scalable frameworks, tools, and deliverables to enhance planning consistency and quality across the firm.
• Participate in direct client engagements, translating complex tax issues into actionable recommendations.
• Curate and strengthen networks of preferred external advisors to support client referrals and resources.
• Author thought leadership content to educate internal teams and clients on emerging tax and planning trends.
• Collaborate with internal teams to deliver training programs and maintain advisors' expertise on legislative developments.
• Contribute to the firm's growth by shaping the Wealth Strategies platform and expanding service offerings.

Director of Tax – Advisory Key Responsibilities & Duties

• Serve as the senior tax planning expert, providing strategic guidance on complex client matters.
• Collaborate with advisors to identify opportunities, evaluate alternatives, and develop planning strategies.
• Review and analyze client tax returns and planning documents to identify risks and considerations.
• Advise on individual income tax planning, trust and estate taxation, and cross-border tax considerations.
• Develop innovative solutions for sophisticated client situations, ensuring actionable implementation.
• Manage relationships with external advisors, ensuring access to specialized expertise for clients.
• Create tailored planning content for ultra-high-net-worth audiences, enhancing client engagement.
• Stay current on tax legislation, emerging planning opportunities, and industry trends affecting clients.

Director of Tax – Advisory Job Requirements

• Bachelor of Arts (BA) degree required; advanced credentials such as CPA, JD/LL.M., or Master's in Taxation preferred.
• Minimum of 10 years of experience advising high-net-worth individuals and families; 12 years preferred.
• Expertise in individual income tax planning, trust and estate taxation, and business-owner planning.
• Strong knowledge of insurance, lending, liquidity, and family office planning issues.
• Exceptional communication and presentation skills, simplifying complex topics for diverse audiences.
• Proven ability to collaborate across multiple disciplines and advisor teams effectively.
• Demonstrated capacity to develop innovative planning solutions for sophisticated client scenarios.
• Existing professional networks among tax, legal, and planning professionals are highly desirable.