Tax Director - Private Client Services
Location: Mc Lean
Posted on: June 23, 2025
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Job Description:
Hybrid Schedule | Up to $225k base Bonus Equity | Top 20 firm!
This Jobot Job is hosted by: Zach Allison Are you a fit? Easy Apply
now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000 - $225,000 per year A bit about us: A leading
advisory firm is looking for a seasoned Director to join its
Private Client Services (PCS) Tax team. This role involves
overseeing tax engagements for high-net-worth individuals and
fiduciaries, ensuring technical excellence and personalized
service. Why join us? My team and I have successfully placed 25 Tax
& Audit professionals at this firm and they all love it! Work for
one of the fastest growing firms in the nation LinkedIn Top
Companies 2024: The 15 best midsize employers to grow your career
in the U.S. Flexible hybrid schedule Premium health, dental, &
vision insurance options 401(k) employer match 5 weeks of PTO HSA
FSA with employer contribution And more! Job Details Key
Responsibilities: Review federal and state individual and fiduciary
tax returns, projections, and supporting workpapers Serve as the
primary contact for clients, managing all facets of their accounts
Deliver tax planning, consulting, and compliance solutions tailored
to client needs Identify planning opportunities through research
and documentation of tax issues Ensure accuracy of filings and
optimize client tax positions -Contribute to business development
and grow client relationships Lead and mentor team members;
supervise staff development and engagement Monitor project
timelines and maintain high-quality deliverables Qualifications:
Bachelor’s in Accounting required Master’s in Taxation and CPA is a
plus, but not required 10 years of public accounting experience,
including 5 years in a leadership role Familiarity with hedge fund
and private equity K-1s Interested in hearing more? Easy Apply now
by clicking the "Apply Now" button. Jobot is an Equal Opportunity
Employer. We provide an inclusive work environment that celebrates
diversity and all qualified candidates receive consideration for
employment without regard to race, color, religion, age, sex,
national origin, disability status, genetics, protected veteran
status, sexual orientation, gender identity or expression, or any
other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your
authorization. Jobot will consider qualified candidates with
criminal histories in a manner consistent with any applicable
federal, state, or local law regarding criminal backgrounds,
including but not limited to the Los Angeles Fair Chance Initiative
for Hiring and the San Francisco Fair Chance Ordinance.
Keywords: , Frederick , Tax Director - Private Client Services, Accounting, Auditing , Mc Lean, Maryland
