Tax Director

Lyneer Search Group ·lyneersearch.com

Location Reston, VA, US
Salary USD 180,000 - 250,000 / year
Type Full time
Level Director
Source Shazamme
Finance Legal
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Tax Director 


Position Summary 


We are a fast-growing financial advisory firm serving sophisticated, high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. We provide comprehensive wealth management, tax, and estate planning strategies designed to optimize outcomes across complex financial lives.

We are seeking a Tax Director to lead our tax advisory function and deliver best-in-class tax strategy and compliance for our clients. This leadership role will oversee all aspects of tax planning, review, and preparation for individuals, families, and related entities.

  

Responsibilities:

     

  • Lead the design and implementation of proactive tax strategies for HNW and UHNW individuals, families, and their associated entities (trusts, partnerships, S Corps, private foundations, etc.).
  • Oversee and review the preparation of complex Federal, State, and Local tax returns for individuals and entities with diverse income sources and multi-state exposure.
  • Provide integrated tax and estate planning advice in coordination with clients’ financial advisors, estate attorneys, and other professionals.
  • Conduct in-depth tax projections and scenario analysis to optimize after-tax results aligned with long-term wealth objectives.
  • Identify tax savings opportunities related to investments, charitable giving, stock options, real estate, and business ownership.
  • Direct responses to IRS and state tax notices, audits, and correspondence.
  • Oversee the growth and development of the tax department, including leading future hiring, training, and team structure decisions.
  • Supervise and mentor tax staff, ensuring accuracy, efficiency, and professional development.
  • Maintain and enhance internal tax processes, leveraging Intuit ProConnect (or similar software), QuickBooks Online, and Microsoft Office tools.
  • Stay current on emerging tax legislation, trends, and opportunities affecting HNW individuals.

 

Qualifications & Skills: 


  • 8+ years of progressive experience in tax planning and compliance, with a strong focus on HNW and UHNW individuals.
  • CPA or EA required; MST or JD/LLM in Taxation preferred.
  • Proven experience managing complex individual and fiduciary tax engagements.
  • Proficiency with Intuit ProConnect, QuickBooks Online, and Microsoft Office Suite.
  • Demonstrated leadership ability, with prior experience managing or mentoring tax staff.
  • Strong analytical, organizational, and client communication skills.
  • Ability to thrive in a fast-paced, team-oriented environment while managing multiple priorities.
  • Deep understanding of current tax laws, wealth transfer strategies, and estate planning principles.
  • Exceptional problem-solving and research skills, with the ability to translate technical tax concepts into actionable client strategies.
  • Proactive communicator who builds trust and long-term relationships with clients and colleagues.
  • Entrepreneurial mindset and commitment to excellence in client service.



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Frequently asked questions

Who is hiring for the Tax Director role?
Lyneer Search Group is hiring for the Tax Director position, a Shazamme client. Apply directly on the employer's career site.
Where is the Tax Director job located?
The Tax Director role with Lyneer Search Group is based in Reston, VA, US.
What does the Tax Director role pay?
Lyneer Search Group lists the Tax Director role at USD 180,000–250,000 per year.
Is the Tax Director role full-time or contract?
This is a full time position at Lyneer Search Group.
What experience level is the Tax Director role?
The Tax Director position is aimed at director-level candidates.
How do I apply for the Tax Director role at Lyneer Search Group?
Apply directly on Lyneer Search Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct