Tax Manager or Director

Job Description

Job Description

Join a Premier Advisory Firm Serving High-Net-Worth Clients

We’re partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families—many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country.

About the Role

This is a great opportunity for an experienced Tax Manager or Director who’s ready to move beyond compliance and into a more advisory-focused role. You'll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility—remote, hybrid, or onsite arrangements are all possible.

What You’ll Do

• Be a trusted advisor to high-net-worth clients and family offices
• Offer proactive guidance and custom planning solutions
• Lead teams on tax returns, financial statements, and related deliverables
• Oversee quality control and provide final reviews
• Juggle multiple client relationships and special projects
• Coach and mentor junior team members
• Support business development efforts—think proposals, meetings, and collaborations
• Stay sharp on tax law changes and industry trends

What We’re Looking For

Must-Haves

Nice-to-Haves

Perks & Compensation

If you’re looking for a role where you can make an impact, build long-term relationships, and grow your expertise with a collaborative and respected team—we’d love to hear from you.

Apply today by sending your resume to steve@solidrockrecruiting.com or connect with me to learn more! Direct Phone : 605-273-2108