Runway Search · 5 hours ago
Tax Director
United States
Full-time
Remote
Director/Executive
10+ years expRunway Search is assisting a client in finding a Tax Director to lead and build their tax planning practice. The role involves creating a comprehensive tax planning approach for high-net worth clients, providing advisory services, and managing a team while leveraging tax technology for efficiency.
Staffing & Recruiting
Hiring Manager
Natalie Valdez
Responsibilities
Build a world-class tax planning practice, define scope (compliance + advisory), staffing model, SLAs, and review standards
Act as a trusted advisor and deliver holistic tax planning strategies to high-net worth clients
Be able to educate clients and advisors on issues like: Equity comp (ISOs/NSOs/RSUs, 83(b)), Crypto, QSBS, QBI §199A, NIIT, SALT, real estate, philanthropy, entity selection, and exit planning. Experience in estate planning is helpful
Partner with investment advisors to convert planning insights into tax actions and clear client communications
Build the tax technology stack, manage workflow and document exchange; drive automation and data integrity
Coach and train a team and act as a resource for investment advisors and clients
Qualification
Required
10-15 years of experience in tax leading HNW / individual tax planning
CPA (active) or JD-LL.M highly preferred
Must have experience with high-net worth clients, individuals and understanding of equity compensation, multi-state, QSBS, trusts & estates, charitable planning, and transaction-adjacent work (capital gains planning, tenders / liquidity events, sale of a business, etc.)
Company
Runway Search
Runway Search is a women and minority-owned recruiting firm specializing in connecting companies to top accounting, finance, and operations talent.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase