Tax Director – Private Client & Advisory (Fully Remote)

Build & Lead a New Tax Practice | HNW Focus | Wealth-Aligned Client Base

A respected financial advisory firm is preparing to expand its offerings by launching a dedicated tax division—and is seeking a proven Tax Director to lead the charge.

This is a rare ground-floor leadership opportunity to build something meaningful with full support, national visibility, and a hand-selected team. The firm already has a high-quality client base of approximately 200 HNW individuals and families, with an immediate need for integrated tax strategy and execution.

The right candidate will be both a player and a coach—someone equally comfortable reviewing complex returns, leading planning discussions, and building systems and processes to scale a high-functioning tax department from the ground up.

Why This Opportunity Stands Out:

• Fully Remote – work from anywhere in the U.S.
• No book of business needed – client base already secured
• Strong alignment with financial planning and wealth management teams
• High autonomy and input in shaping the tax practice vision
• Competitive compensation and resources to hire 2+ team members below you
• Opportunity to build, lead, and leave a legacy—not just maintain a book

Key Responsibilities

• Stand up the firm’s tax department, including systems, processes, and people
• Oversee planning and compliance for a portfolio of HNW individuals, families, and entities
• Lead preparation and review of individual, trust, and partnership returns
• Work closely with financial advisors and partners on proactive tax strategies
• Hire, mentor, and manage junior- to mid-level tax professionals
• Identify opportunities for deeper integration between tax and wealth functions

Ideal Candidate Profile

• 10+ years in public accounting or boutique tax firms with significant HNW exposure
• Experience building or leading a practice (or a division/team within a larger firm)
• Deep technical knowledge across individual, trust, estate, and pass-through taxation
• Strong communication and leadership skills; confident client-facing presence
• Ability to evaluate and implement tax software, workflow tools, and process infrastructure
• CPA or EA required; MST, LLM, or CFP® a plus

The Setup

• Fully remote position with flexible scheduling and outcome-based expectations
• Tech-forward, modern firm with long-term growth vision
• Immediate access to a high-quality client base—no biz dev required
• Competitive compensation with performance incentives

Interested in exploring this?

We’re scheduling confidential conversations now.

Reach out directly to chuck@levelociti.com for more details or to make an introduction.