Director - Tax Services

Aspiriant Seeks Tax Director to Join Our Exclusive Family Office

Are you a seasoned tax professional seeking a leadership role and rewarding career in wealth management? Aspiriant invites you to explore an exciting opportunity to join our expanding Tax Services team. As a Tax Director, you will play a pivotal role in providing comprehensive tax advisory and compliance services to our ultra-high-net-worth clients within our Exclusive Family Office.

The Tax Director is responsible for providing comprehensive tax planning, advisory, and compliance services to high-net-worth individuals and families. The ideal candidate will have a deep comprehension of complex tax laws, regulations, and planning strategies, as well as the ability to effectively communicate with clients and external professionals.

Responsibilities

• Manage and coordinate complex tax engagements for a diverse and complex portfolio of clients
• Prepare and review all federal, state, and local tax returns for individuals, trusts, foundations, and business entities
• Evaluate quarterly estimates and projections
• Develop and implement tax strategies for clients, taking into account their unique business and financial goals
• Provide technical guidance to team members on a variety of tax issues
• Stay abreast of relevant tax legislative developments and disseminate key information to stakeholders
• Represent clients before tax authorities, such as the IRS and state tax agencies
• Develop and maintain strong relationships with clients
• Mentor and train junior tax professionals
• Collaborate closely with clients and their Wealth Managers to address their tax planning and compliance needs
• Function as an internal firm resource and authority for tax issue consultations and resolutions
• Proactively identify and communicate tax-related opportunities and exposures to clients and Wealth Managers
• Foster a culture of innovation and encourage the adoption of firm initiatives
• Identify and participate in new business and cross-selling opportunities
• Practice and exemplify the firm’s dedication to professional excellence

Qualifications

• Bachelor's degree in accounting
• Certified Public Accountant (CPA) designation is required
• Master of Business Taxation (MBT) is a plus
• Seven to ten years of progressive tax compliance and/or tax consulting experience, particularly in public accounting, family office, or wealth management
• Proven track record of success in managing multiple engagements and competing priorities in a fast-paced environment
• Exceptional client service and communication skills, demonstrating the ability to build and maintain outstanding client relationships
• Strong organizational skills, attention to detail, and a reliable work ethic
• Proficiency in Microsoft Office suite. Experience with Wolters Kluwer Axcess tools a plus.
• Ability to work extended hours during peak periods

Benefits

• Pathway to Partnership Opportunity
• Collaborative and dynamic work environment
• Comprehensive benefits package, including 401(k) with company match, individual and cash profit sharing bonuses, competitive medical benefits, and community engagement opportunities
• Flexible work arrangements to support a healthy work-life balance
• Generous continuing education assistance program

About Aspiriant

ASPIRIANT IS A leading independent wealth management firm.

We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

To Apply

Go to www.aspiriant.com, select ‘careers’ link in the footer, and search for open positions. From there attach a cover letter and resume for consideration. We look forward to hearing from you!

www.aspiriant.com

Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.