Director, Tax Advisory Services

Director, Tax Advisory Services

Location: Athens, GA (Hybrid)

Summary:
Unique leadership opportunity for a seasoned tax professional to oversee and elevate tax advisory and compliance services within a dynamic wealth management environment. The Director, Tax Advisory Services, serves as a technical expert and strategic leader, guiding the delivery of comprehensive tax planning and compliance solutions for a diverse client base. This role emphasizes the integration of wealth management and tax advisory services, fostering growth, practice evolution, and high-quality client outcomes. Ideal for professionals seeking to leverage their technical expertise in a collaborative setting focused on professional development and impactful client service.

Requirements:

• Bachelor’s degree in Accounting or Finance; Master’s degree preferred (MST, MBT, MSA)
• Active CPA license
• 5 to 8 years of tax experience
• Strong knowledge of the tax code and technical accounting principles
• Excellent communication and interpersonal skills
• Proficiency in MS Office applications
• Ability to handle confidential information with discretion

Responsibilities:

• Lead and deliver comprehensive tax planning services, including review, preparation, and filing for individuals and entities such as corporations, partnerships, estates, and trusts
• Build and manage a dedicated tax team to meet client demand and maintain service quality
• Collaborate with Investment Advisors to review client tax situations and identify planning opportunities
• Participate in client meetings to support complex tax strategies and client education
• Engage in wealth management business development initiatives
• Develop and deliver internal training on tax topics, legislation updates, and client FAQs to enhance team expertise
• Ensure adherence to quality standards and continuous practice improvement

Benefits:

• Competitive salary with growth potential
• Opportunity to work in a collaborative, client-focused environment that emphasizes professional development and knowledge sharing
• Chance to influence the evolution of tax advisory services within a wealth management platform
• Supportive leadership and a collegial team atmosphere
• Hybrid position with occasional travel for client or professional development needs