Director of Tax Planning & Wealth Strategies jobs in United States
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TrendHR · 1 month ago

Director of Tax Planning & Wealth Strategies

positionRockwall, TX
timeFull-time
remoteHybrid
seniorityLead/Staff, Director/Executive
money$125K/yr - $165K/yr
date3+ years exp

TrendHR is a growing full-service tax law firm seeking a Director of Tax Planning & Wealth Strategies to lead individual and business tax preparation. The role involves driving tax strategy, supporting firm growth, and providing guidance to junior tax staff.

Human ResourcesOutsourcingRecruiting
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Senior Management

Responsibilities

Prepare & review HNWI & small business returns
Lead tax planning, projections, and compliance
Support audit defense & advisory projects
Improve processes and paperless workflows
Provide guidance to junior tax staff

Qualification

Active CPATax preparationFederal/state tax regulationsProConnect experienceClient-service focusCommunication

Required

Active CPA (preferred), or an Enrolled Agent
3–5+ years of tax prep (HNWI + business)
Strong knowledge of federal/state tax regs
Strong communication & client-service focus

Preferred

ProConnect experience a plus

Benefits

Quarterly bonuses
PTO
Professional development support

Company

TrendHR

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TrendHR is an expert in the human resource industry.
dateFounded in 1997
location
Rockwall, Texas, USA
people-size51-200 employees
web-link
https://trendhr.com/

Funding

Current Stage
Growth Stage
Company data provided by crunchbase