Description Position Overview: Robert Half is seeking a highly skilled and experienced Wealth Management Tax Director to join our client’s organization. As a Tax Director specializing in wealth management, you will lead the development and execution of advanced tax strategies for high-net-worth individuals, families, and entities, ensuring compliance with relevant tax regulations while enhancing financial outcomes. You will function as a subject matter expert, providing leadership, mentorship, and strategic insights while collaborating with clients and internal teams to offer exceptional tax and wealth management services. Key Responsibilities: Tax Strategy Development and Implementation: Develop and execute comprehensive tax strategies for high-net-worth individuals and families, addressing complex financial, estate, and trust planning needs. Tax Compliance Oversight: Ensure accurate and timely preparation and filing of federal, state, and local tax returns while adhering to regulatory requirements. Client Relationship Management: Serve as a trusted advisor to clients, understanding their financial goals and proactively offering tailored tax solutions to enhance wealth preservation and transfer. Risk Management: Identify and mitigate tax-related risks, ensuring compliance with evolving tax codes and regulations while providing guidance on audits and disputes. Team Leadership: Manage and mentor a team of tax professionals, fostering knowledge sharing, skill development, and collaboration. Collaborative Planning: Partner with wealth advisors, financial planners, and legal professionals to deliver integrated and holistic financial strategies to clients. Market Insights: Stay up to date on industry trends, regulatory updates, and economic changes, translating insights into actionable recommendations for clients. Business Development: Cultivate relationships with prospects and referral partners to expand the firm’s client base and enhance brand visibility in wealth management. Requirements Qualifications: Education: Bachelor’s degree in Accounting, Finance, or a related field required. CPA, JD, or MST (Master of Science in Taxation) preferred. Experience: Minimum of 8-10 years of tax experience, with a strong emphasis on wealth management, high-net-worth clients, estates, and trusts. Leadership experience preferred. Technical Skills: Expertise with tax systems, software, and advanced financial planning tools. Exceptional knowledge of U.S. tax codes, international tax regulations, and wealth transfer strategies. Soft Skills: Strong interpersonal and communication skills, critical thinking, and ability to simplify complex tax concepts for clients and stakeholders. Compliance Knowledge: Proven ability to navigate complex tax situations and ensure compliance with IRS and state regulations. Additional Details: Compensation: Competitive salary and bonus structure aligned with experience and market benchmarks. Benefits: Comprehensive benefits package, including health insurance, 401(k) with company match, detail oriented development opportunities, and more. Work Environment: Flexible work options (on-site, hybrid, or remote depending on client needs) with opportunities for growth and leadership within a collaborative and high-performing team. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .