Managing Director

This is a remote position.

About the Firm

We are representing a well-established wealth management firm that has built a comprehensive service platform designed specifically for RIAs and their clients. The platform gives each client a centralized hub where they can access their entire advisory team — their financial planner, trustee, attorney, and other personal parties — all in one place.

The firm is now adding a Managing Director as a core component of that platform. When an RIA engages the platform, they gain direct access to dedicated CPA expertise as part of the offering—meaning their clients receive fully integrated tax preparation, planning, and advisory services alongside their broader wealth strategy, all under one roof. It is a turnkey solution that meaningfully expands what they can offer, and demand from prospective RIA partners is substantial.

About the Role

We are seeking a highly experienced, entrepreneurial Managing Director to serve as the founding tax hire of this platform. This is a ground-floor opportunity to build the tax function from scratch—shaping workflows, defining pricing and service models, and establishing the foundation for a growing team of tax professionals.

The ideal candidate is a trusted advisor who will work dynamically alongside RIA teams, integrate deeply with each firm's client service model, and bring genuine authority to tax strategy discussions—including the ability to challenge recommendations where tax implications warrant it. Clients of the platform's RIA partners will experience this person as a seamless, in-house extension of their advisory team.

As the platform scales and client volume grows, there is a clear path to hiring preparers, reviewers, and additional CPAs—with this person leading that team and sharing in the firm's growth.

Key Responsibilities

• Build and lead the tax division from the ground up—establishing processes, workflows, and a scalable technology stack in collaboration with firm leadership and an experienced consulting partner who will support the build-out phase.

• Oversee preparation and review of complex individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timeliness across a multi-RIA client base.

• Deliver proactive, year-round tax advisory for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate and gift tax planning, equity compensation, liquidity events, and forward-looking projections.

• Collaborate closely with RIA advisors to align tax strategies with clients' investment, retirement, and estate plans—participating in client meetings and prospect discussions as a valued member of the advisory team.

• Help define the service and pricing model for the tax offering, which will directly inform the platform's go-to-market strategy and the candidate's own profit sharing upside.

• Communicate clearly and accessibly with clients and advisors on complex tax topics, building trust across diverse relationships.

Requirements

• CPA license required.

• 7–10+ years of progressive tax experience, with strong preference for background in wealth management, family offices, or serving high-net-worth clients.

• Deep hands-on experience preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 returns, with strong command of federal, state, and local tax law.

• Demonstrated ability to deliver high-value tax consulting and advisory to HNW individuals, families, and multigenerational wealth structures—including estate, gift, and trust matters.

• Entrepreneurial mindset: comfortable operating with autonomy, building structure where none exists, and making decisions that will have long-term impact.

• Tech-savvy and process-oriented, with interest in leveraging modern tools (including AI-assisted workflows) to scale quality service delivery.

• Strong interpersonal and communication skills—able to build trust with both advisors and end clients, and to bring genuine authority to advisory conversations.

Benefits

• Competitive base salary with variable compensation

• Profit sharing opportunities

• Comprehensive benefits package and PTO.

• A collaborative, growth-oriented environment that values autonomy, precision, and entrepreneurial thinking.