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Senior Tax Director - High-Net-Worth

Wakefield, MA · Accounting/Finance

We're seeking an experienced and dynamic Senior Tax Director to join our esteemed CPA firm in Wakefield, MA. This role offers a unique opportunity to lead our tax department, serving high-net-worth individuals and estates while working remotely.

 

Key Responsibilities

• Develop and implement strategic tax planning for affluent clients
• Oversee multi-state tax compliance and filings
• Manage complex tax accruals and minimize tax obligations
• Lead a portfolio of high-profile clients, serving as a trusted advisor
• Collaborate with engagement teams to deliver exceptional value
• Mentor and develop junior tax professionals
• Ensure adherence to tax regulations and best practices

 

Qualifications

• CPA certification (required)
• 10+ years of experience in tax planning for high-net-worth individuals
• Proven expertise in estate and trust taxation
• Proficiency in ProSystem fx Tax, BNA products, and CCH Intelliconnect
• Strong analytical and research skills
• Excellent communication and client relationship management abilities
• Leadership experience in a professional services environment

 

About Wakefield, MA

Nestled in Middlesex County, Wakefield offers a perfect blend of suburban charm and urban accessibility. With its picturesque Lake Quannapowitt and proximity to Boston, it's an ideal location for professionals seeking work-life balance.

 

Why This Is a Great Opportunity

• Competitive salary range: $150,000 - $250,000
• Remote work flexibility
• Leadership role in a well-established, independent CPA firm
• Opportunity to work with high-net-worth clients
• Collaborative and responsive work environment
• Potential for professional growth and development

 

Join Our Team

If you're a seasoned tax professional looking to take your career to the next level, we want to hear from you. Apply now to become an integral part of our growing team and make a significant impact in the world of high-net-worth tax planning.

 

Keywords: Tax Director, CPA, high-net-worth individuals, estate tax, trust taxation, multi-state tax, tax compliance, tax planning, ProSystem fx Tax, BNA, CCH Intelliconnect, remote work, Wakefield MA

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