HB Wealth is hiring a Director, Tax Planning and Technologies to lead our firm's individual income tax advisory and planning technology enablement. In this role, you will marry deep tax planning expertise with modern technology evaluation and deployment, equipping our advisors with scalable tools and knowledge to deliver sophisticated, tax-aware solutions for high and ultra-high-net-worth clients.
What You'll Do
- Serve as the firm's primary subject matter expert on a wide array of private client income tax planning topics.
- Provide technical leadership on multi-year client tax projections and complex tax return analysis.
- Coach and support advisors in identifying, framing, and implementing tax-aware planning opportunities.
- Develop and maintain tax planning publications, methodologies, and best practices.
- Monitor and report on legislative, regulatory, and technical developments and their implications.
- Champion existing tools and lead the evaluation, implementation, and optimization of tax analysis and modeling technologies.
- Partner with advisory, operations, compliance, and technology teams to integrate tools into advisor workflows.
- Develop and maintain a centralized knowledge base and planning toolkit that enhances advisor efficiency.
- Provide advanced consultation on complex client situations.
- Collaborate with advisors on scenario analysis, recommendation development, and client deliverables.
- Participate in advisor, client, and prospective client meetings when advanced tax planning is needed.
- Lead strategic coordination with external tax professionals and other specialists.
- Develop and maintain a vetted network of external tax professionals aligned with complex client needs.
- Support marketing and thought leadership initiatives through articles, whitepapers, and webinars.
- Represent the firm in professional forums related to taxation and advisory technology.
What We're Looking For
- A Bachelor's degree.
- 7+ years of experience in tax advisory, family office, RIA, or public accounting.
- A CPA, JD, LLM, or other advanced professional credential.
- Deep expertise in individual, fiduciary, and closely held business income taxation.
- Significant experience advising high-net-worth and ultra-high-net-worth individuals and families.
- Experience working with or evaluating wealth planning and tax modeling technologies.
- Strong communication, collaboration, and leadership skills.
- Commitment to the highest standards of integrity and confidentiality.
- Ability to successfully pass criminal background and credit checks.
Nice to Have
- A Bachelor's degree in accounting, finance, economics, or a related field.
Team & Environment
You will be a key collaborator with and report to HB Wealth's Director of Advanced Tax Planning and Family Office Services.
Benefits & Compensation
- Competitive PTO and holiday policy.
- 401(k) match.
- Benefits eligible on day one, including medical, dental, vision, telemedicine, and disability.
- Paid maternity and paternity leave.
- A fun and welcoming office environment with monthly and quarterly events.
- Cell phone stipend.
- An Employee Purchase Program (EPP).
Work Mode
This is a hybrid role with the ability to work remotely 20% of the time. Locations include Atlanta, GA; Palm Beach Gardens, FL; Tampa, FL; Alpharetta, GA; Augusta, GA; Sandy Springs, GA; Towson, MD; Columbia, MD; Charlotte, NC; Columbia, SC; Greenville, SC; and Nashville, TN.
HB is an Equal Employment Opportunity Employer.
