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Homeโ€บCompaniesโ€บvmysmartprosโ€บTax Director (Wealth Management Firm)
V

Tax Director (Wealth Management Firm)

๐Ÿ“LOCATIONAll India
๐Ÿ“ˆEXPERIENCE10 to 14 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryOthers
๐Ÿ—“POSTED26 Jul 2026

01Overview

THE OPPORTUNITY Tired of the grind of traditional public accounting This is where elite tax professionals do the most interesting work of their careers without misery. No audits. No rainmaking. Just deep, sophisticated tax strategy for ultra-high-net-worth families, backed by a fully integrated wealth management platform. WHY THIS ROLE IS DIFFERENT Pure advisory work complex wealth transfer, philanthropic strategy, and entity structuring. No audits, no busy work. A dedicated sales team means zero business development requirements. You focus entirely on your clients. Real work-life balance with structured hours, remote flexibility in California, and a culture that actually means it. A diverse, distributed team 50% women across 90+ U.S. cities. No formal headquarters; talent over geography. No billable hours and no audits to manage THE ROLE Youll be the trusted tax advisor to the firms most complex clients UHNW individuals and families navigating intricate entity structures, multi-generational wealth transfer, and sophisticated philanthropic strategies. Youll review and sign returns across individual, trust, gift, corporate, and partnership structures, lead tax planning engagements, and serve as a strategic partner to the wealth advisory team. Youll also mentor junior tax professionals and help raise the bar for the whole team. WHAT WERE LOOKING FOR 10+ years of tax experience, ideally in public accounting with UHNW or family office clients CPA, JD, MS, or LLM required Deep expertise across individual, trust, gift, corporate, and partnership taxation Experience with wealth transfer strategies, family businesses, and philanthropic planning Exceptional client communication you can make complex tax concepts feel clear and actionable BENEFITS HIGHLIGHTS Full medical, dental, and vision coverage $180,000 $225,000 base salary + incentive compensation program Full medical, dental, and vision coverage Mostly remote work (CA residents only) HSA with company contributions 401(k) with per-paycheck company match 14 paid holidays including a full week off at Thanksgiving Generous PTO 8 weeks paid parental leave Company-paid concierge services for family care (children, aging parents, and more) Pet insurance * We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. ** Apply To this Job Company : Oxford Tax Recruiting Salary : 180K225K a year .

02What you'll need

Experience
10 to 14 Yrs
Employment Type
Full time
Programming languages
CPAclient communicationtax experienceJDMSLLMwealth transfer strategiesphilanthropic planning

03About VMYSMARTPROS

OthersIndustry
Full timeEmployment Type
All IndiaLocation
Not Disclosed ยท salary hidden by employer
10 to 14 Yrs ยท All India
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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Tax Director (Wealth Management Firm) at vmysmartpros | HiringGo Jobs