Tax Director

Location: Shaker Heights, Ohio, United States; onsite 4 days per week

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth individuals and families through investment management, wealth strategy, and family office services.

What you will do

• Provide individual, trust, estate, gift, foundation, and business tax compliance and estate planning advisory services.
• Develop tax planning strategies aligned with client goals, financial plans, and investment strategies.
• Review tax returns, analyze estate planning documents, handle tax notices and audits, and research federal, state, and international tax law.
• Manage tax-related client accounts and serve as a subject matter expert for wealth advisors, financial planners, and other stakeholders.
• Support business development through networking, public speaking, marketing, and authoring tax planning and trust and estate articles.
• Manage, train, and guide other members of the tax group.

Requirements

• BA/BS in Accounting, JD, or MS in Tax from an accredited institution.
• Active CPA, EA, or state bar license, with eligibility to be listed on powers of attorney.
• 10+ years of progressive public accounting experience.
• Extensive tax advisory and gift, estate, and trust planning and compliance experience for sophisticated high-net-worth and ultra-high-net-worth clients.
• Experience reviewing individual, fiduciary, and gift tax returns; partnership and S corporation experience is preferred.
• Must have unrestricted U.S. work authorization; hirify.global hires U.S. citizens or permanent residents for U.S. employment opportunities.

Nice to have

• Experience with CCH Axcess Tax and Bloomberg Income Tax Planner.
• Strong client relationship management, communication, research, and tax memorandum writing skills.

Culture & Benefits

• Full-time employee position with a collaborative, client-first environment.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, disability, flexible spending, health savings, dependent care, and commuter benefits.
• Paid maternity and parental leave, training reimbursement, and paid professional designations.
• Volunteer days and a corporate discount program.