Director of Tax, Private Client Advisors (Trust, Estate, Gift tax)

ATRSan Jose, California

$195,000 - $265,000 / year

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Overview

Schedule

Full-time

Education

CPA

Career level

Executive

Remote

Hybrid remote

Compensation

$195,000-$265,000/year

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Title: Director of Tax, Private Client Advisors (Trust, Estate, Gift tax)Location: Multiple CA locations (Irvine, Woodland Hills, Downtown Los Angeles, San Ramon, San Jose, San Francisco, Century City, El Segundo) Salary: $195K–$265K base (DOE & location)

Overview A growing public accounting firm is seeking a Tax Director to lead high-net-worth individual and fiduciary tax engagements. This role focuses on complex tax planning and compliance across estate, gift, and trust matters, along with team leadership and business development.

Key Responsibilities

Review complex tax returns for high-net-worth individuals, including closely held entities, trusts, estates, and gift tax filings
Advise clients on tax implications of personal and business transactions
Lead large, multi-client engagements, ensuring quality, timelines, and profitability
Conduct and oversee research on complex tax issues; prepare technical memoranda
Mentor and develop managers and supervisors; oversee engagement workflow, budgets, and staffing
Collaborate across service lines to identify and drive cross-selling opportunities
Participate in business development efforts and client relationship expansion
Contribute to thought leadership through publications, training, and speaking engagements
Stay current on tax law changes and provide guidance and training internally

Qualifications

Bachelor's degree in Accounting, Tax, Finance, or related field
Active CPA, EA or JD
8+ years of public accounting tax experience
4+ years in a leadership/managerial role
Strong expertise in high-net-worth individual, trust, estate, and gift taxation
Deep knowledge of federal, state, and local tax regulations
Proven ability to lead teams and manage complex client engagements

Preferred

Master's in Taxation or Accounting

Benefits

Comprehensive health coverage (medical, dental, and vision)
401(k) with profit sharing
Bonus potential
Flexible work arrangements (hybrid schedule)
Generous paid time off, including sick leave
11 paid company holidays
Parental Leave
Employee wellness programs

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FAQs About Director of Tax, Private Client Advisors (Trust, Estate, Gift tax) Jobs at ATR

What is the work location for this position at ATR?

This job at ATR is located in San Jose, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at ATR?

Candidates can expect a pay range of $195,000 and $265,000 per year.

What employment applies to this position at ATR?

ATR lists this role as a Full-time position.

What experience level is required for this role at ATR?

ATR is looking for a candidate with "Executive" experience level.

What education level is required for this job?

The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.

What benefits are offered by ATR for this role?

ATR offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Holidays, Paid Vacation, Paid Sick Leave, Parental and Family Leave, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at ATR?

You can apply for this role at ATR either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.