Tax Managing Director - 27448

4 days ago Be among the first 25 applicantsDirect message the job poster from Daley And Associates, LLCTax Managing Director (High-Net-Worth)We are partnering with a fast growing, national public accounting firm, to help them find a Managing Director of High-Net-Worth tax to lead their Greenwich, CT office. This is a unique opportunity in that it includes acquiring a strong book of business due to the impending retirement of a Partner with the firm. If you are looking for an opportunity to take on a leadership role within a highly successful tax practice that offers room for continued professional and financial growth, please read further.Tax Managing Director (High-Net-Worth)We are partnering with a fast growing, national public accounting firm, to help them find a Managing Director of High-Net-Worth tax to lead their Greenwich, CT office. This is a unique opportunity in that it includes acquiring a strong book of business due to the impending retirement of a Partner with the firm. If you are looking for an opportunity to take on a leadership role within a highly successful tax practice that offers room for continued professional and financial growth, please read further.Key Responsibilities:Lead client engagements and manage HNW relationships, including coordination with family office staff, investment advisors, and legal teams.Provide consulting, compliance, and advanced tax planning services to high net worth individuals, families, and their entities.Identify and implement tax planning strategies tailored to complex client needs.Guide and manage IRS and state tax audits.Serve as a key advisor to clients and be recognized as a thought leader in the HNW space.Participate in new business development through networking, referrals, and strategic partnerships.Train and mentor junior staff, fostering a culture of learning and growth.Design and deliver technical training on individual, estate, and trust tax topics.Take on internal leadership roles through committee participation or team leadership responsibilities.Promote a positive, collaborative, and high-performing team culture.Qualifications:Bachelor’s degree in Accounting, Taxation, or a related field.Active CPA license (or equivalent credential such as JD or EA).Minimum of 10 years of relevant experience in public accounting or a closely related field.Master's degree in Taxation or Accounting strongly preferred.Deep expertise in federal and state individual income taxation, gift and estate tax planning, and charitable giving strategies.Proven ability to deliver consultative, client-focused solutions to ultra-high net worth individuals and family offices.Experience working with trusts, private foundations, and closely held entities.Demonstrated success in business development and expanding client relationships.This position offers a base salary rang between $350-500K plus bonus as well as a hybrid in-office work schedule. For immediate consideration, qualified and interested candidates may reach out directly to Chuck Abba at levelSeniority levelDirectorEmployment typeEmployment typeFull-timeJob functionJob functionBusiness Development and SalesIndustriesStaffing and RecruitingReferrals increase your chances of interviewing at Daley And Associates, LLC by 2xSign in to set job alerts for “Managing Director” roles.Executive Director, Strategic Change LeaderPurchase, NY $175,000.00-$250,000.00 2 days agoVice President, Business & Market InsightsPurchase, NY $223,000.00-$357,000.00 2 weeks agoVice President, Corporate Strategy (Core Payments)Purchase, NY $221,000.00-$368,000.00 2 weeks agoPurchase, NY $110,000.00-$180,000.00 3 days agoVice President, Customer Base ManagementNew York, NY $178,500.00-$255,000.00 2 weeks agoStamford, CT $170,000.00-$282,500.00 4 days agoSenior Vice President, Sales and OperationsYonkers, NY $200,000.00-$300,000.00 1 month agoVice President, Direct to Corporate Business Development-1Purchase, NY $181,000.00-$334,000.00 2 weeks agoVice President, Global Program Head - Solid OncologyGreenwich, CT $115,000.00-$135,000.00 2 days agoEast Hills, NY $75,000.00-$150,000.00 1 month agoStamford, CT $150,000.00-$200,000.00 2 weeks agoVice President of Contracting and Network StrategyVice President, Consumer Products and ProcessingPurchase, NY $223,000.00-$357,000.00 2 weeks agoVice President, Global Program Head - Solid OncologyGreenwich, CT $30,000.00-$55,000.00 1 day agoParamus, NJ $150,000.00-$200,000.00 6 days agoHuntington Station, NY $110,400.00-$277,955.00 1 week agoScarsdale, NY $52,000.00-$55,000.00 1 day agoGreenwich, CT $120,000.00-$140,000.00 1 day agoGreenwich, CT $30,000.00-$55,000.00 2 days agoStamford, CT $52,000.00-$58,000.00 5 days agoGeneral Manager - Greenwich and StamfordStamford, CT $75,000.00-$80,000.00 2 weeks agoHuntington Station, NY $110,400.00-$277,955.00 3 days agoYonkers, NY $90,000.00-$100,000.00 1 year agoGreenwich, CT $30,000.00-$55,000.00 8 months agoVice President of Finance and Investor Relations - Health Care ServicesWestbury, NY $71,478.00-$92,921.00 3 weeks agoNew Rochelle, NY $30,000.00-$55,000.00 8 months agoQueens, NY $110,000.00-$130,000.00 4 days agoWe’re unlocking community knowledge in a new way. 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Created: 2025-09-17