Tax Director (Client Services) – West or East Coast

Tax Business Development Director – Fast Growing Financial Services Firm – After 4/15 Hire!

Are you a tax expert who loves strategic planning and meaningful client interaction—but not the grind of billable hours? Join our client, a growing national advisory firm, where you’ll blend deep technical tax knowledge with high?impact client development, helping high?net?worth individuals navigate complex financial situations with clarity and confidence. This is the perfect opportunity for someone who wants more autonomy, more variety, and more visibility—without the pressure of running a traditional public?accounting book or managing a team. Apply now!

Who you are:

• CPA or EA required; Master’s in Tax or JD preferred.
• 10-15+ years of experience in tax across individual, trust, partnership, and corporate returns.
• Strong tax generalist comfortable advising HNW/UHNW clients.
• Skilled communicator who enjoys client?facing work, including prospect conversations.
• Highly organized, detail?oriented, and energized by strategic planning.

What you’ll do:

• Lead tax and estate planning strategy for a diverse portfolio of high?net?worth clients.
• Partner with business development teams to add tax insight to prospect and client meetings.
• Review individual, trust, corporate, and partnership returns, projections, and planning models.
• Translate complex tax matters into clear guidance and recommendations for clients.
• Contribute to internal knowledge growth by supporting and mentoring junior team members.

Why work here:

• No billable?hour requirements—focus on quality, not quotas.
• Seasonal balance: 50–55 hours during busy season; 40–45 hours otherwise.
• Meaningful strategy work with sophisticated clients.
• Collaborative environment with supportive, experienced tax leaders.

What does this position pay?

• Compensation is determined by several factors which may include skillset, experience level, and education.
• The expected range for this role is $170,000–$200,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

What’s next?
Please email your resume to Mike Chiv at mchiv@provenrecruiting.com if you’re excited to explore this opportunity with our client.

We actively support and promote people of various backgrounds, from race, religion, gender to geographical area, university, lifestyle, and personality type. Proven Recruiting is minority?owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Apply today!

#LI-MC1