Tax Director
Director of Tax - Wealth Management Firm (Philadelphia, PA)
Our client, a leading wealth management firm serving ultra-high-net-worth (UHNW) individuals and families, is seeking a Director of Tax to join their team in Philadelphia. This is a strategic leadership role focused on delivering sophisticated tax planning and compliance solutions for complex portfolios and multi-generational wealth structures.
Key Responsibilities:
- Lead the firm's tax strategy for UHNW clients, including trusts, estates, partnerships, and investment entities.
- Oversee tax compliance and planning across federal, state, and international jurisdictions.
- Collaborate with advisors, attorneys, and external partners to optimize tax efficiency and mitigate risk.
- Provide thought leadership on evolving tax laws and their impact on client strategies.
- Manage and mentor a high-performing tax team.
Qualifications:
- CPA or JD required; advanced tax credentials preferred.
- 10+ years of progressive tax experience, ideally within wealth management, family office, or private client services.
- Expertise in estate planning, gift tax, and partnership taxation.
- Strong leadership and client-facing skills with the ability to navigate complex financial structures.
Why Join?
- Work with one of the most respected wealth management firms in the region.
- Influence tax strategy for UHNW clients with sophisticated needs.
- Competitive compensation and comprehensive benefits.
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