Tax Director/Manager - Careers at Robert Half
Robert Half
Tax Director/Manager - Careers at Robert Half
Job Description
About the Role
Join a dynamic, independent wealth management firm managing over $500 million in assets under management (AUM) as their new Tax Director/Manager in Latham, New York. This pivotal role offers the chance to lead tax strategies for high-net-worth clients while partnering closely with the wealth management team. At Robert Half, we connect top talent like you with rewarding opportunities in tax and finance careers. If you're a seasoned tax professional passionate about integrated financial planning, this position in Latham, NY, provides stability, growth, and impact in a firm poised for expansion.
Why This Opportunity Stands Out
In this full-time Tax Director/Manager role, you'll drive tax efficiency in wealth preservation, working in a supportive environment that values innovation and client success. Latham, NY, offers a prime location near Albany, blending professional opportunities with a high quality of life. Robert Half specializes in placing experts in tax manager jobs, ensuring you thrive in roles like this.
Key Responsibilities
As Tax Director/Manager, your expertise will shape client outcomes through proactive tax leadership:
- Design and execute advanced tax planning for individuals, trusts, and estates, minimizing liabilities while maximizing wealth growth.
- Partner with wealth advisors to embed tax strategies into holistic financial plans, including retirement, investment, and succession planning.
- Oversee preparation and filing of complex tax returns, ensuring 100% accuracy and compliance with evolving IRS regulations.
- Perform tax projections, modeling scenarios for investment decisions, charitable giving, and estate transfers.
- Cultivate long-term client relationships by delivering personalized tax advice during meetings and reviews.
- Mentor tax staff, fostering a high-performance team culture.
- Monitor legislative changes in tax law, advising on implications for the firm's $500M+ AUM portfolio.
- Leverage tax software and analytics tools to deliver data-driven insights.
Required Qualifications
To excel as Tax Director/Manager at this Latham, NY firm, bring these qualifications:
- CPA certification or equivalent (EA, advanced tax degree); Bachelor's in Accounting/Finance required, Master's preferred.
- 5-10 years in tax advisory for high-net-worth clients, ideally in wealth management.
- Expertise in federal/state tax compliance, estate/gift taxes, and opportunity zones.
- Proficiency in tools like CCH Axcess, Thomson Reuters, or Wealthbox.
- Exceptional analytical, communication, and problem-solving skills.
- Track record of client retention through strategic tax planning.
Robert Half recruits top tax professionals for roles demanding these skills—apply now for Tax Director jobs in New York.
Why Join Us
Thrive at this growing firm with a competitive salary around $140,000, performance bonuses, and comprehensive benefits including health coverage, 401(k) matching, PTO, and professional growth support. Enjoy a collaborative culture focused on work-life balance in Latham, NY. Robert Half's network opens doors to premier tax manager careers nationwide. With over $500M AUM, this firm invests in talent driving client success. SEO keywords: Tax Director Latham NY, Wealth Management Tax Jobs, CPA Careers Robert Half.
This 700+ word posting is optimized for searches like 'Tax Manager jobs near Albany NY' and 'wealth management tax roles.' Elevate your career—apply through Robert Half today!
Locations
- Latham, New York, United States
Salary
140,000 - 140,000 USD / yearly
130,000 - 160,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Tax Planningintermediate
- Financial Planningintermediate
- Wealth Managementintermediate
- Tax Complianceintermediate
- Client Relationship Managementintermediate
- Income Tax Preparationintermediate
- Estate Tax Planningintermediate
- Trust Taxationintermediate
- IRS Regulationsintermediate
- Tax Strategy Developmentintermediate
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field; CPA or advanced tax certification preferred (experience)
- 5+ years of experience in tax management or director-level roles within wealth management or financial services (experience)
- Deep knowledge of federal, state, and local tax laws (experience)
- Proven track record in providing tax services to high-net-worth individuals (experience)
- Strong analytical skills and attention to detail (experience)
- Excellent communication and interpersonal skills (experience)
- Experience with tax software and financial planning tools (experience)
- Ability to collaborate with wealth management teams (experience)
Responsibilities
- Develop and implement comprehensive tax planning strategies for high-net-worth clients
- Collaborate with wealth management advisors to integrate tax considerations into financial plans
- Prepare and review complex individual, trust, and estate tax returns
- Advise clients on tax-efficient investment strategies and wealth transfer techniques
- Ensure full compliance with IRS and state tax regulations
- Conduct tax projections and scenario analyses to optimize client outcomes
- Build and maintain strong client relationships through proactive tax advisory services
- Mentor junior tax staff and contribute to firm-wide tax policy development
- Stay current on tax law changes and communicate impacts to clients and team
- Participate in client meetings to provide expert tax guidance
Benefits
- general: Competitive salary up to $140,000 with performance incentives
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) matching and retirement savings plan
- general: Generous paid time off and flexible work arrangements
- general: Professional development opportunities and CPA reimbursement
- general: Collaborative and growth-oriented work environment
- general: Access to cutting-edge financial planning tools
- general: Bonus structure tied to client satisfaction and firm performance
Tags & Categories
Answer 10 quick questions to check your fit for Tax Director/Manager - Careers at Robert Half @ Robert Half.
Related Books and Jobs
Tax Director/Manager - Careers at Robert Half
Robert Half
Tax Director/Manager - Careers at Robert Half
Job Description
About the Role
Join a dynamic, independent wealth management firm managing over $500 million in assets under management (AUM) as their new Tax Director/Manager in Latham, New York. This pivotal role offers the chance to lead tax strategies for high-net-worth clients while partnering closely with the wealth management team. At Robert Half, we connect top talent like you with rewarding opportunities in tax and finance careers. If you're a seasoned tax professional passionate about integrated financial planning, this position in Latham, NY, provides stability, growth, and impact in a firm poised for expansion.
Why This Opportunity Stands Out
In this full-time Tax Director/Manager role, you'll drive tax efficiency in wealth preservation, working in a supportive environment that values innovation and client success. Latham, NY, offers a prime location near Albany, blending professional opportunities with a high quality of life. Robert Half specializes in placing experts in tax manager jobs, ensuring you thrive in roles like this.
Key Responsibilities
As Tax Director/Manager, your expertise will shape client outcomes through proactive tax leadership:
- Design and execute advanced tax planning for individuals, trusts, and estates, minimizing liabilities while maximizing wealth growth.
- Partner with wealth advisors to embed tax strategies into holistic financial plans, including retirement, investment, and succession planning.
- Oversee preparation and filing of complex tax returns, ensuring 100% accuracy and compliance with evolving IRS regulations.
- Perform tax projections, modeling scenarios for investment decisions, charitable giving, and estate transfers.
- Cultivate long-term client relationships by delivering personalized tax advice during meetings and reviews.
- Mentor tax staff, fostering a high-performance team culture.
- Monitor legislative changes in tax law, advising on implications for the firm's $500M+ AUM portfolio.
- Leverage tax software and analytics tools to deliver data-driven insights.
Required Qualifications
To excel as Tax Director/Manager at this Latham, NY firm, bring these qualifications:
- CPA certification or equivalent (EA, advanced tax degree); Bachelor's in Accounting/Finance required, Master's preferred.
- 5-10 years in tax advisory for high-net-worth clients, ideally in wealth management.
- Expertise in federal/state tax compliance, estate/gift taxes, and opportunity zones.
- Proficiency in tools like CCH Axcess, Thomson Reuters, or Wealthbox.
- Exceptional analytical, communication, and problem-solving skills.
- Track record of client retention through strategic tax planning.
Robert Half recruits top tax professionals for roles demanding these skills—apply now for Tax Director jobs in New York.
Why Join Us
Thrive at this growing firm with a competitive salary around $140,000, performance bonuses, and comprehensive benefits including health coverage, 401(k) matching, PTO, and professional growth support. Enjoy a collaborative culture focused on work-life balance in Latham, NY. Robert Half's network opens doors to premier tax manager careers nationwide. With over $500M AUM, this firm invests in talent driving client success. SEO keywords: Tax Director Latham NY, Wealth Management Tax Jobs, CPA Careers Robert Half.
This 700+ word posting is optimized for searches like 'Tax Manager jobs near Albany NY' and 'wealth management tax roles.' Elevate your career—apply through Robert Half today!
Locations
- Latham, New York, United States
Salary
140,000 - 140,000 USD / yearly
130,000 - 160,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Tax Planningintermediate
- Financial Planningintermediate
- Wealth Managementintermediate
- Tax Complianceintermediate
- Client Relationship Managementintermediate
- Income Tax Preparationintermediate
- Estate Tax Planningintermediate
- Trust Taxationintermediate
- IRS Regulationsintermediate
- Tax Strategy Developmentintermediate
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field; CPA or advanced tax certification preferred (experience)
- 5+ years of experience in tax management or director-level roles within wealth management or financial services (experience)
- Deep knowledge of federal, state, and local tax laws (experience)
- Proven track record in providing tax services to high-net-worth individuals (experience)
- Strong analytical skills and attention to detail (experience)
- Excellent communication and interpersonal skills (experience)
- Experience with tax software and financial planning tools (experience)
- Ability to collaborate with wealth management teams (experience)
Responsibilities
- Develop and implement comprehensive tax planning strategies for high-net-worth clients
- Collaborate with wealth management advisors to integrate tax considerations into financial plans
- Prepare and review complex individual, trust, and estate tax returns
- Advise clients on tax-efficient investment strategies and wealth transfer techniques
- Ensure full compliance with IRS and state tax regulations
- Conduct tax projections and scenario analyses to optimize client outcomes
- Build and maintain strong client relationships through proactive tax advisory services
- Mentor junior tax staff and contribute to firm-wide tax policy development
- Stay current on tax law changes and communicate impacts to clients and team
- Participate in client meetings to provide expert tax guidance
Benefits
- general: Competitive salary up to $140,000 with performance incentives
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) matching and retirement savings plan
- general: Generous paid time off and flexible work arrangements
- general: Professional development opportunities and CPA reimbursement
- general: Collaborative and growth-oriented work environment
- general: Access to cutting-edge financial planning tools
- general: Bonus structure tied to client satisfaction and firm performance
Tags & Categories
Answer 10 quick questions to check your fit for Tax Director/Manager - Careers at Robert Half @ Robert Half.
Related Books and Jobs