Tax Director (Wealth Management)

Location: Pittsburgh, PA (Hybrid: 3 days in office, 2 days remote)Compensation: Competitive base salary plus commissionsOxford Solutions is working with a client seeking a Tax Director to lead their tax practice and support firm-wide strategic initiatives. You'll prepare returns, advise clients on tax optimization strategies, and collaborate with other departments to offer holistic financial solutions. The ideal candidate will be a seasoned tax expert who also wants to grow as a wealth advisor and business consultant.ResponsibilitiesPrepare 30+ tax returns for high-net-worth individualsAct as the firm's go-to expert for all tax-related client mattersHelp identify and cross-sell other services, including investment and insurance solutionsParticipate in client meetings to support holistic financial planningContribute to business development strategy and initiativesEvaluate outside accounting practices for potential acquisition opportunitiesRequirementsCPA license with experience preparing returns at a Top-10 public accounting firmBachelor's degree required; Master's degree a plusStrong communication and client relationship skillsEntrepreneurial mindset with interest in becoming a consultant and trusted advisorFamiliarity with financial planning, wealth management, or investment practices is a plusSeries 6/63/65 licenses and/or PFA designation a plusTax Director - Wealth Management - 25-00350IND123

Created: 2025-06-18