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Tax Director, Private Client Services at Builder - ApplyBlast

Tax Director, Private Client Services

Builder

2 months ago

San Jose, California, United States

Hybrid

Full Time

Director

0 applicants

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About this role

The Tax Director will lead the Private Client Services practice for high‑net‑worth individuals and their closely held businesses, overseeing complex tax engagements and driving cross‑firm collaboration. The role includes technical review, thought leadership, mentorship, and development of tax professionals while ensuring compliance and risk management.

Responsibilities

Perform technical reviews of high‑net‑worth tax returns
Manage complex engagements and multi‑client workflows
Lead thought leadership initiatives and mentor tax professionals

Skills

Qualifications

Bachelor's degree in Accounting, Tax, Finance, or related disciplineCPAJDEA designation

About Builder

builder.ai

Get your software applications developed easily. AI makes developing your software applications on our award-winning platform faster and more cost-effective. See how it works.