Taurus Search · 1 week ago
Head of Tax - High-Net-Worth - 350k plus
Taurus Search is seeking a High Net Worth Tax Leader to join a top Tax Advisory practice known for high-touch client service and complex planning. The role involves advising on complex U.S. individual and fiduciary taxation, leading a high performing team, and driving client expansion through targeted business development.
Responsibilities
Advise on complex U.S. individual and fiduciary taxation, trust and estate, gift, wealth transfer, and succession planning
Architect integrated plans across entities, investments, philanthropy
Partner with clients on succession, estate, and wealth transfer planning
Lead and develop a high performing team. Set standards, coach, review, and raise the bar
Partner with Wealth, Legal, and Investment advisors to deliver seamless outcomes
Drive growth through client expansion and targeted business development
Ensure quality, risk, and compliance across all engagements
Qualification
Required
12+ years in Private Client/HNW tax with increasing leadership scope
Deep expertise in individual, trust, and estate taxation, gift strategies, and cross-border considerations a plus
Proven team leadership and client growth track record
CPA required
Preferred
JD or LLM in Taxation