Senior Vice President, Director of Tax

2 weeks ago

South Pasadena, United States International Search Consultants Full time
Job DescriptionJob Description

Join a dynamic team as the SVP, Director of Tax, where you'll play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes. Were looking for someone with deep expertise in federal and state tax laws, particularly in the areas of trusts, individual taxation, pass-through entities, and federal gift and estate taxes. Strong leadership and communication skills are essential to excel in this role.


As a key leader in our organization, reporting directly to the CFO, you will head a dedicated team of eight professionals within the Tax Department. Youll collaborate with Client Advisors to deliver insightful tax projections, timely alerts, comprehensive summaries, and strategic advice. Your primary focus will be on building sophisticated tax models, drafting federal and state tax alerts, and preparing detailed tax planning presentations.


Educational Qualifications:

  • Bachelors degree from an accredited four-year college or university with a strong academic record.
  • Masters degree in Taxation or a Juris Doctor (JD) is preferred, though not required.
  • CPA certification is mandatory.


Experience Requirements:

  • A minimum of 10 years of relevant experience, ideally with a background in a Big Four accounting firm.
  • Comprehensive knowledge of federal, state, and local tax laws, especially in relation to trusts, individuals, pass-through entities, and gift and estate taxes.
  • Advanced proficiency in Microsoft Excel, PowerPoint, Word, SharePoint, and OneDrive.
  • Familiarity with tax preparation software like CCH and Thomson Reuters.
  • Exceptional writing and verbal communication skills.


Personal Attributes:

  • Excellent interpersonal skills and a strong client service focus.
  • Effective communicator, both verbally and in writing.
  • High integrity and a strong work ethic.
  • A team player with a collaborative spirit.
  • Highly organized with effective time management skills.
  • Meticulous attention to detail.
  • Valid drivers license and ability to travel by air as needed.


If you're passionate about delivering top-tier tax expertise to ultra high-net-worth clients and thrive in a collaborative, client-focused environment, we invite you to explore this opportunity by applying today.


  • Vice President of Taxation

    7 days ago

    Pasadena, California, United States The Whittier Trust Company Full time

    Position OverviewThe Senior Vice President, Director of Tax is responsible for managing a diverse portfolio of high net worth clients. This role necessitates substantial client interaction and a comprehensive understanding of trust and agency account management, including fiduciary accounting, securities, finance, real estate, taxation, and estate planning....

  • Senior Vice President of Taxation

    2 weeks ago

    Pasadena, California, United States The Whittier Trust Company Full time

    Position OverviewThe Senior Vice President, Director of Tax at The Whittier Trust Company is responsible for managing a diverse portfolio of high net worth clients. This role necessitates significant client interaction and a comprehensive understanding of fiduciary account management, including trust administration, securities, finance, real estate,...

  • Senior Vice President of Taxation

    7 days ago

    Pasadena, California, United States The Whittier Trust Company Full time

    Position OverviewThe Senior Vice President of Taxation plays a crucial role in managing a portfolio of high net worth clients. This position necessitates frequent client interactions and a comprehensive understanding of trust and agency account management, which includes fiduciary accounting, finance, real estate, and estate planning. A key objective for...

  • Vice President of Taxation

    2 weeks ago

    Pasadena, California, United States The Whittier Trust Company Full time

    Position OverviewThe Senior Vice President, Director of Tax is responsible for overseeing a team dedicated to managing the tax needs of high net worth clients. This role demands a robust understanding of fiduciary accounting, investment management, and estate planning, along with a commitment to developing new business opportunities.Key...

  • Senior/Vice President, Director of Tax

    1 day ago

    Pasadena, United States International Search Consultants Full time

    Join a dynamic team as the SVP, Director of Tax, where you'll play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes. We’re looking for someone with deep expertise in federal and state tax laws, particularly in the areas of trusts, individual taxation, pass-through entities, and federal gift and estate...

  • Senior Tax Executive

    7 days ago

    Pasadena, California, United States The Whittier Trust Company Full time

    Position OverviewThe Senior Vice President, Director of Tax at The Whittier Trust Company is responsible for managing a diverse portfolio of high net worth clients. This role necessitates significant client interaction and a comprehensive understanding of trust and agency account management, including fiduciary accounting, finance, real estate, and estate...

  • Vice President Operations

    1 week ago

    pasadena, United States Inter-Con Security Full time

    Founded in 1973, Inter-Con Security Systems, Inc. is a leading global security company, providing a full range of physical security services to government and commercial customers on four continents. Inter-Con specializes in providing customized security services to clients whose needs exceed the capabilities of traditional guard firms. Clients include the...

  • Vice President Operations

    2 weeks ago

    Pasadena, United States Inter-Con Security Full time

    Founded in 1973, Inter-Con Security Systems, Inc. is a leading global security company, providing a full range of physical security services to government and commercial customers on four continents. Inter-Con specializes in providing customized security services to clients whose needs exceed the capabilities of traditional guard firms. Clients include the...

  • Vice President Operations

    2 weeks ago

    Pasadena, United States Inter-Con Security Full time

    Founded in 1973, Inter-Con Security Systems, Inc. is a leading global security company, providing a full range of physical security services to government and commercial customers on four continents. Inter-Con specializes in providing customized security services to clients whose needs exceed the capabilities of traditional guard firms. Clients include the...

  • Vice President, Strategy

    5 hours ago

    South Boston, United States beBee S US Full time

    Harbor Health Services is seeking a talented Vice President of Strategy and Risk Management to join our Leadership team. Harbor Health offers an excellent, comprehensive benefits package including Health, Dental, Vision, Life, & Disability insurance, 403b Savings Plan, Generous Paid Time Off plus 11 additional Holidays and much more! Role: The Vice...

  • Vice President of Finance

    1 week ago

    Greenville, South Carolina, United States SVI Recruiting Group Full time

    Vice President of FinanceSVI Recruiting Group is in search of a highly qualified and seasoned Vice President of Finance to spearhead our financial operations and strategic initiatives. As an integral member of the executive leadership team, the Vice President of Finance will oversee all facets of the organization's financial well-being, ensuring adherence to...

  • Senior Vice President of Quality Management

    2 weeks ago

    South San Francisco, California, United States Hibio Full time

    POSITION TITLE:Senior Vice President of Quality ManagementDIVISION:Regulatory AffairsEMPLOYMENT TYPE:Full-TimeHI-Bio, Inc. is a pioneering biotechnology firm located in South San Francisco, California. Our collective mission is to revolutionize the treatment of patients suffering from severe immune-mediated disorders by creating innovative targeted therapies...

  • Senior Vice President of Quality Management

    2 weeks ago

    South San Francisco, California, United States Hibio Full time

    POSITION TITLE: Senior Vice President of Quality ManagementDEPARTMENT: Regulatory AffairsEMPLOYMENT TYPE: Full-TimeHI-Bio, Inc. is a pioneering biotechnology firm located in South San Francisco, California. Our mission is to revolutionize the treatment of patients suffering from severe immune-mediated disorders by developing innovative targeted therapies...

  • Vice President of Revenue Strategy

    2 weeks ago

    South Windsor, Connecticut, United States Stealth Full time

    About Stealth: We are an innovative and forward-thinking organization dedicated to fostering growth and excellence within our sector. Our team is focused on delivering outstanding services and solutions to our clients, and we are in search of a strategic Vice President of Revenue Strategy to join our executive team and spearhead our revenue generation...

  • District Vice President

    2 months ago

    Pasadena, California, United States REXEL Full time

    Rexel USA is recognized as a Great Place to Work Rexel USA includes the following companies: Rexel, Gexpro, Platt & Mayer. A career with us offers professional growth, career advancement, unlimited opportunities to learn, and a fun, inclusive culture. We are committed to creating a diverse workplace where everyone is valued, treated with dignity and respect,...

  • Senior Vice President of Underwriting Sales

    7 days ago

    Pasadena, California, United States The LAist Full time

    Location:RemoteAbout Us:The LAist is a prominent public media organization dedicated to fostering the civic and cultural connections that enrich the diverse communities of Southern California. Our mission is to deliver high-quality news and information across various platforms, including radio, digital, and live events, ensuring that our audience stays...

  • Senior Vice President of Underwriting Sales

    2 weeks ago

    Pasadena, California, United States The LAist Full time

    Location:RemoteAbout Us:The LAist is a leading public media organization dedicated to enhancing the civic and cultural fabric of Southern California. Our mission is to deliver top-notch news and information services across various platforms, including radio, digital, and live events. Since our inception, we have been at the forefront of innovative public...

  • Senior Vice President of Underwriting Sales

    2 weeks ago

    Pasadena, California, United States The LAist Full time

    Location:RemoteAbout Us:The LAist is a dynamic public media organization dedicated to enriching the cultural and civic fabric of Southern California. Our mission is to deliver top-notch news and information services across various platforms, including radio, digital media, and live events. Since our inception, we have been at the forefront of innovative...

  • Senior Vice President of Quality Assurance

    5 days ago

    South San Francisco, California, United States Annexon Bioscience Full time

    Job SummaryWe are seeking a highly experienced and skilled Senior Vice President of Quality Assurance to join our team at Annexon Biosciences. As a key member of our leadership team, you will be responsible for overseeing and implementing our quality management systems, ensuring compliance with regulatory requirements, and driving continuous improvement...

  • Vice President of Operations

    2 weeks ago

    South Bend, Indiana, United States YWCA North Central Indiana Full time

    Vice President of Operations - Job OverviewOverviewThe Vice President of Operations is tasked with managing the organization's financial and personnel resources. This role also includes collaboration with technology consultants to enhance operational efficiency.Reporting StructureThis position reports directly to the President and Chief Executive...