Tax Director - High Net Worth
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DescriptionKforce's client, a well-established CPA firm with offices in Long Island and Florida seeks a Tax Director for their HNW/family office practice. In this high-profile role, you will manage, train and mentor staff and have full charge responsibilities for engagements involving extensive client contact. This is a great opportunity to join a thriving practice with unlimited short term and long-term potential
- CPA
- 10+ years of recent public tax experience with HNW individuals and mid-sized businesses
- Excellent communication and writing skills
- Proficient with a multitude of accounting software, Word and Excel
- Ability to take charge
- Auditing experience a plus
- Current knowledge of GAAP a plus
- CCH Axcess and Engagement a plus
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Freqently Asked Questions
In Hauppauge, CPA certification remains crucial for Tax Directors, especially when managing high net worth clients. Additional credentials like Chartered Tax Advisor (CTA) or advanced IRS-related certifications can improve professional standing amid Long Island's competitive tax advisory landscape.
Hauppauge's proximity to major financial hubs creates steady demand for senior tax experts, but competition is moderate relative to NYC. Firms here value deep public tax experience with HNW individuals, making expertise a key differentiator in securing leadership roles.
Overseeing a family office tax practice demands balancing complex client relationships with staff mentorship. A Tax Director must ensure precision in tax compliance while fostering team growth, navigating personalized financial strategies unique to high net worth families.
Tax Directors typically hold broader accountability, including strategic decision-making and client engagement at a high level. Unlike Senior Managers, Directors lead entire engagements, mentor teams extensively, and steer practice direction, especially within HNW client segments.
Progression often leads to executive roles such as Partner or Principal within CPA firms. Alternatively, Tax Directors may transition into specialized consultancy or corporate tax leadership roles, leveraging their comprehensive HNW tax experience and managerial skills.
Kforce emphasizes candidates with robust public tax experience and leadership aptitude, ensuring their Tax Directors can handle sophisticated family office engagements. The firm's approach integrates personalized client service with strategic staff development.
Kforce offers comprehensive benefits packages including medical, dental, vision, and retirement plans, alongside paid time off for salaried employees. Such provisions support a balanced work-life environment, crucial for senior roles demanding high responsibility.
For a Tax Director in Hauppauge with over a decade of specialized tax experience, salaries typically range from $130,000 to $180,000 annually. Factors influencing pay include expertise with HNW clients, CPA certification, and proficiency in tax software.
While not mandatory, auditing skills provide a valuable edge, enhancing risk assessment and compliance accuracy. Kforce's client values this ability as it complements tax strategy development for complex family office structures.
Hauppauge's business environment favors collaborative leadership and client-centric service. Tax Directors are expected to blend technical expertise with interpersonal skills, adapting to a culture that values transparency and tailored financial solutions.
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