Demo

Senior Vice President, Director of Tax

International Search Consultants
South Pasadena, CA Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/5/2025

Join a dynamic team as the Director of Tax of a well-established wealth management firm, where you'll play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes. We're looking for someone with deep expertise in federal and state tax laws. Having some experience in the following areas with regard to tax would be a plus : trusts, individual taxation, pass-through entities, and federal gift and estate taxes. Strong leadership and communication skills are essential to excel in this role.

As a key leader in the organization, reporting directly to the CFO, you will head a dedicated team of eight professionals within the Tax Department (A manager leads the team's day-to-day responsibilities). You'll collaborate with Client Advisors to deliver insightful tax projections, timely alerts, comprehensive summaries, and strategic advice. Your primary focus will be on building sophisticated tax models, drafting federal and state tax alerts, and preparing detailed tax planning presentations.

Educational Qualifications :

  • Bachelor's degree from an accredited four-year college or university with a strong academic record.
  • Master's degree in Taxation or a Juris Doctor (JD) is preferred, though not required.
  • CPA certification is mandatory.

Experience Requirements :

  • A minimum of 10 years of relevant experience, ideally with a background in a Big Four accounting firm.
  • Comprehensive knowledge of federal, state, and local tax laws.
  • Advanced proficiency in Microsoft Excel, PowerPoint, Word, SharePoint, and OneDrive.
  • Familiarity with tax preparation software like CCH and Thomson Reuters.
  • Exceptional writing and verbal communication skills.
  • Personal Attributes :

  • Excellent interpersonal skills and a strong client service focus.
  • Effective communicator, both verbally and in writing.
  • High integrity and a strong work ethic.
  • A team player with a collaborative spirit.
  • Highly organized with effective time management skills.
  • Meticulous attention to detail.
  • Valid driver's license and ability to travel by air as needed.
  • If you're passionate about delivering top-tier tax expertise to ultra high-net-worth clients and thrive in a collaborative, client-focused environment, we invite you to explore this opportunity by applying today. This role is open to highly qualified candidates that are willing to relocate to Los Angeles Area.

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Senior Vice President, Director of Tax?

    Sign up to receive alerts about other jobs on the Senior Vice President, Director of Tax career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $250,557 - $384,186
    Income Estimation: 
    $296,794 - $479,234
    Income Estimation: 
    $220,699 - $296,908
    Income Estimation: 
    $289,546 - $405,917
    Income Estimation: 
    $94,700 - $117,561
    Income Estimation: 
    $117,813 - $152,327
    Income Estimation: 
    $116,747 - $155,141
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $120,877 - $156,226
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $213,108 - $301,697
    Income Estimation: 
    $220,699 - $296,908
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at International Search Consultants

    International Search Consultants
    Hired Organization Address VA Full Time
    Inside Sales Rep Richmond, VA ISC's team of Sales Recruiters is partnering with a thriving and growing digital marketing...
    International Search Consultants
    Hired Organization Address Valley, CA Full Time
    ISC's team of Financial Services Recruiters has partnered with a well-established and growing Multi-Family Office that i...
    International Search Consultants
    Hired Organization Address Newport, CA Full Time
    Client Relationship Specialist (RIA) About the Role A premier Registered Investment Advisor is actively looking for a Cl...
    International Search Consultants
    Hired Organization Address Wilmington, DE Full Time
    Job Description Job Description Tax Manager Greater Philadelphia Area As a Tax Manager , you will play a crucial role in...

    Not the job you're looking for? Here are some other Senior Vice President, Director of Tax jobs in the South Pasadena, CA area that may be a better fit.

    Senior Vice President, Director of Tax

    Whittier Trust, Pasadena, CA

    Vice President, Senior People Director

    Marcus & Millichap, Calabasas, CA

    AI Assistant is available now!

    Feel free to start your new journey!