Director of Tax, Private Client Advisors

Title: Tax Director, Private Client Services 

Location: San Jose / San Ramon CA

Salary: $195,000 – $266,000

Overview: Accounting and consulting firm is seeking a Tax Director to join its Private Client Services practice in Northern California. This is a senior leadership role focused on serving high-net-worth individuals and their closely held businesses, with responsibility for managing complex engagements, driving cross-firm collaboration, contributing to thought leadership, and developing the next generation of tax professionals.

Key Responsibilities

• Perform technical reviews of tax returns for high-net-worth individuals, including personal income tax, closely held businesses (pass-through entities), trusts, estates, and gift tax returns
• Provide consultation on business and/or personal transactions and their related tax implications, conseque...