Tax Director, Private Client Advisory

Job overview

The Tax Director, Private Client Advisory role is onsite in San Jose, California. Compensation is $200,000–$270,000 per year. The position supports Talnt’s Private Client advisory practice, serving high-net-worth individuals, families, trusts, estates, and closely held businesses. The director provides technical tax review, strategic planning, engagement leadership, and client guidance on complex tax matters. The role also develops tax professionals and helps grow advisory relationships while maintaining quality, risk management, and client service across engagements.

What you'll do

• Review complex tax returns for individuals, pass-through entities, trusts, estates, and gift tax engagements
• advise clients on estate, gift, trust, fiduciary, business, and personal tax matters
• manage engagement budgets, staffing, schedules, deadlines, and profitability
• conduct tax research and prepare technical memorandums
• monitor tax law changes
• mentor and develop tax staff
• oversee engagement quality, risk, billing, and client service.

What we're looking for

Skills & competencies

tax director

san jose ca

private client advisory

high-net-worth tax

fiduciary taxation

estate tax

gift tax

trust tax

public accounting

$200k–$270k/year

client engagement leadership

talnt

Work arrangement

• Weekend coverage required

Why this role

Requires a CPA, JD, or Enrolled Agent credential and at least 8 years of tax experience, including 4 years of leadership experience.

About the employer

Talnt is hiring for this role. Industry: Tax Preparation Services. Sector: 54.