Tax Leader
royal search groupBoynton Beach (FL)
About the role
Our client, a wealth management/financial services firm, is expanding their Tax function and seeking an experienced Tax Leader to direct and develop the function. This role is client facing but is not within a public accounting firm. This is a seat with real ownership. You won't be one of forty managers pushing volume. You'll be the person clients and partners turn to when the question is "what does this mean for my taxes."
Responsibilities:
Manage compliance and planning for a sophisticated book of clients, working directly alongside advisors, legal teams, and clients. rather than in a silo. Prepare and review individual, business (S-corp, partnership), and trust returns. Drive and direct proactive strategy throughout the year: entity structuring, multi-year projections, and charitable and estate work. Translate tax complexity into plain recommendations clients and advisory can actually act on.
Qualifications:
CPA or EA required Strong experience with individual and pass-through entity taxation (HNW client exposure is a strong plus).Experience owning client relationships and communicating directly. Ability to work with internal and external teams where tax is one input among several (versus a focus on raw volume throughput).
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this