Tax Director

Location: Raleigh, NC

Employment Type: Full-Time

About the Role

We are seeking an experienced Tax Director to lead and expand our in‑house tax advisory and compliance function. This role sits at the intersection of wealth management, tax strategy, and financial planning, supporting high‑net‑worth individuals, families, trusts, and closely held business owners.

You will serve as the firm’s senior tax expert—guiding clients through complex tax situations, overseeing all compliance work, and partnering closely with financial advisors to deliver a fully integrated planning experience.

Key Responsibilities

Client Advisory & Planning

• Provide proactive tax planning for high‑net‑worth individuals, families, trusts, and business owners.
• Advise on strategies related to income tax, estate and gift tax, charitable giving, and multi‑year tax optimization.
• Collaborate with wealth advisors to integrate tax considerations into investment, retirement, and estate plans.
• Communicate complex tax concepts in a clear, client‑friendly manner.

Tax Compliance & Review

• Oversee preparation and review of individual, trust, and estate tax returns.
• Ensure accuracy, completeness, and timely filing of all tax deliverables.
• Maintain high standards of documentation, workpapers, and internal controls.
• Manage relationships with external tax preparers when needed.

Technical Leadership

• Stay current on federal and state tax law changes and interpret their impact on clients.
• Develop and refine internal tax processes, workflows, and best practices.
• Serve as the internal subject‑matter expert for tax questions from advisors and clients.
• Train and mentor junior team members or support staff involved in tax work.

Client Relationship Management

• Participate in client meetings as the lead tax resource.
• Build long‑term relationships through trust, responsiveness, and high‑quality advice.
• Identify opportunities to enhance the client experience through tax‑focused strategies.

Qualifications

• 10+ years of progressive tax experience, ideally with a mix of public accounting and wealth management or family office exposure.
• Strong expertise in individual, trust, and estate taxation.
• CPA required; MST or JD/LL.M. in Taxation preferred.
• Experience working with high‑net‑worth clients and complex tax situations.
• Excellent communication skills and the ability to simplify technical topics.
• Strong organizational skills and a proactive, client‑first mindset.

What Success Looks Like

• Clients feel confident and supported in all tax‑related decisions.
• Advisors rely on you as a trusted partner in delivering holistic planning.
• Tax processes run smoothly, efficiently, and with exceptional accuracy.
• The firm’s tax capabilities grow under your leadership.