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Senior Director Tax
Senior Director TaxMadison-Davis, LLC • New York, NY, United States
Senior Director Tax

Senior Director Tax

Madison-Davis, LLC • New York, NY, United States
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Overview

A high-growth, partner-led CPA group is expanding its leadership team. With a client base consisting of sophisticated individuals, family offices, and investment professionals, the firm has built its reputation on technical excellence, elite service, and steady double-digit growth. This is a pivotal hire that will help set the foundation for their next stage of scale.

This position will function as the second-in-command within the tax practice, working directly alongside the Managing Partner. The ideal candidate will combine technical strength in high-end individual and partnership taxation with proven leadership and client management skills. This is not a back-office role — it’s highly visible, client-facing, and central to shaping firm operations going forward.

Responsibilities

  • Review complex tax filings (individual, trust, partnership, and S-corp) and guide staff in technical execution
  • Lead, mentor, and grow a team of ~8 staff (onshore and offshore) with accountability for deadlines, quality, and professional development
  • Serve as the primary point of contact for a portfolio of HNW and investment clients, running calls and ensuring proactive advisory support
  • Support tax planning, forecasting, and broader firm initiatives to enhance processes, systems, and client experience
  • Act as a stabilizing leader during peak workloads while driving continuous improvements in workflow and technology adoption

Qualifications

  • 8+ years of experience in HNW individual, trust, hedge fund, or private equity taxation
  • Strong technical review skills; able to spot issues that others may miss
  • Clear communicator with the presence and confidence to manage demanding clients directly
  • Demonstrated ability to lead, mentor, and elevate teams
  • Experience working with remote staff and cloud-based platforms
  • Low ego, high accountability, and team-first leadership style
  • Seniority level

  • Director
  • Employment type

  • Full-time
  • Job function

  • Accounting / Auditing, Finance, and Management
  • Industries

  • Accounting
  • Financial Services
  • Investment Management
  • Base pay range : $200,000.00 / yr - $300,000.00 / yr

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