Tax Director - Turn2Partners : Job Details

Overview

Director of Tax to spearhead fiduciary and wealth transfer tax practices. This role is for a seasoned tax leader with strategic mindset in a professional services firm in the DMV area, offering the opportunity to lead within a growing international organization, providing comprehensive tax solutions to high-net-worth individuals, family offices, and private foundations.

We are seeking an experienced tax professional with extensive experience advising high-net-worth individuals, family offices, trustees, and private foundations on sophisticated tax matters. The role centers around providing fiduciary tax guidance, enhancing compliance processes, and managing tax-related risk across our trust entities and client portfolio.

Base pay range

$130,000.00/yr - $200,000.00/yr

Key Responsibilities

• Offer strategic tax insights to internal teams and clients, working closely with advisory, client service, and investment professionals.
• Act as the main resource for complex fiduciary income tax matters and escalation.
• Partner with external CPA firms to manage the preparation and filing of fiduciary tax returns.
• Conduct tax research, identify issues, and deliver tailored solutions across a range of entities, including private foundations and business structures.
• Monitor regulatory changes, ensuring the firm and clients remain fully compliant and proactive.
• Provide internal education on tax topics such as retirement rules and international reporting requirements.
• Assist in managing tax authority communications and dispute resolutions.

Qualifications

• Bachelor's degree required; CPA and Master's in Taxation preferred.
• 10+ years of progressive tax experience.
• Broad technical knowledge across fiduciary, partnership, wealth transfer, and charitable tax domains.
• Experience managing compliance reviews, audits, and tax controversies.

Seniority level

• Director

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Professional Services and Venture Capital and Private Equity Principals

Location

Washington, DC–Baltimore Area (DMV)

Inferred from the description for this job

• Medical insurance
• Vision insurance
• 401(k)
• Paid paternity leave
• Paid maternity leave
• Child care support
• Pension plan
• Disability insurance